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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 | $75,816 | $198,457-61.8% | $170,435-55.5% | $147,586-48.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.00% | 257.30%-242.3pp | 205.94%-190.9pp | 578.59%-563.6pp |
| Employer contribution / active EE | $3,250 | $6,183-47.4% | $5,432-40.2% | $4,876-33.3% |
| Participant deferral / active EE | $3,951 | $5,629-29.8% | $4,939-20.0% | $5,439-27.4% |
| Admin fee / account holder | $4,346 | $16,852-74.2% | $13,881-68.7% | $10,886-60.1% |