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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 | $144,097 | $183,516-21.5% | $155,534-7.4% | $145,884-1.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.67% | 61.43%-44.8pp | 64.92%-48.2pp | 551.85%-535.2pp |
| Employer contribution / active EE | $2,690 | $5,315-49.4% | $4,675-42.5% | $4,662-42.3% |
| Participant deferral / active EE | $3,705 | $6,467-42.7% | $5,630-34.2% | $6,690-44.6% |
| Admin fee / account holder | $714 | $19,293-96.3% | $15,900-95.5% | $13,392-94.7% |