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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 | $69,515 | $165,399-58.0% | $149,745-53.6% | $158,982-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.54% | 348.34%-331.8pp | 276.72%-260.2pp | 302.99%-286.4pp |
| Employer contribution / active EE | $3,094 | $5,105-39.4% | $4,646-33.4% | $4,763-35.0% |
| Participant deferral / active EE | $8,240 | $7,183+14.7% | $6,843+20.4% | $5,983+37.7% |
| Admin fee / account holder | $915 | $10,811-91.5% | $9,312-90.2% | $11,252-91.9% |