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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 | $76,172 | $157,296-51.6% | $141,191-46.1% | $152,897-50.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.35% | 64.34%-44.0pp | 71.41%-51.1pp | 345.43%-325.1pp |
| Employer contribution / active EE | $3,184 | $5,262-39.5% | $4,736-32.8% | $4,764-33.2% |
| Participant deferral / active EE | $5,011 | $7,111-29.5% | $6,710-25.3% | $5,851-14.4% |
| Admin fee / account holder | $12,837 | $12,125+5.9% | $10,264+25.1% | $11,599+10.7% |