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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 | $165,361-58.0% | $149,715-53.6% | $158,950-56.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.54% | 348.24%-331.7pp | 276.66%-260.1pp | 302.91%-286.4pp |
| Employer contribution / active EE | $3,094 | $5,103-39.4% | $4,645-33.4% | $4,762-35.0% |
| Participant deferral / active EE | $8,240 | $7,182+14.7% | $6,842+20.4% | $5,983+37.7% |
| Admin fee / account holder | $915 | $10,808-91.5% | $9,310-90.2% | $11,248-91.9% |