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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 | $77,223 | $176,794-56.3% | $146,647-47.3% | $167,553-53.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.50% | 24.04%-8.5pp | 22.75%-7.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $1,537 | $5,161-70.2% | $4,137-62.8% | $4,840-68.2% |
| Participant deferral / active EE | $7,572 | $6,440+17.6% | $5,506+37.5% | $6,343+19.4% |
| Admin fee / account holder | $1,473 | $13,262-88.9% | $10,281-85.7% | $12,316-88.0% |