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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,604 | $190,862-42.1% | $159,991-30.9% | $134,509-17.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 5.98% | 552.59%-546.6pp | 408.82%-402.8pp | 418.13%-412.2pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,238 | $6,924-9.9% | $6,183+0.9% | $6,400-2.5% |
| Admin fee / account holder | $8,620 | $10,495-17.9% | $8,715-1.1% | $11,427-24.6% |