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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 | $69,108 | $148,623-53.5% | $135,974-49.2% | $139,466-50.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.01% | 79.30%-60.3pp | 68.30%-49.3pp | 373.66%-354.7pp |
| Employer contribution / active EE | $2,521 | $5,246-51.9% | $4,859-48.1% | $4,754-47.0% |
| Participant deferral / active EE | $5,080 | $8,103-37.3% | $7,760-34.5% | $6,712-24.3% |
| Admin fee / account holder | $652 | $12,406-94.7% | $10,767-93.9% | $11,409-94.3% |