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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 | $101,568 | $183,592-44.7% | $155,567-34.7% | $145,959-30.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.41% | 61.24%-47.8pp | 64.74%-51.3pp | 561.95%-548.5pp |
| Employer contribution / active EE | $9,016 | $5,315+69.6% | $4,674+92.9% | $4,661+93.4% |
| Participant deferral / active EE | $6,762 | $6,464+4.6% | $5,628+20.2% | $6,689+1.1% |
| Admin fee / account holder | $1,607 | $19,318-91.7% | $15,916-89.9% | $13,398-88.0% |