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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 | $52,513 | $157,296-66.6% | $141,191-62.8% | $152,897-65.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 19.94% | 64.34%-44.4pp | 71.41%-51.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $8,490 | $5,262+61.3% | $4,736+79.3% | $4,764+78.2% |
| Participant deferral / active EE | $7,701 | $7,111+8.3% | $6,710+14.8% | $5,851+31.6% |
| Admin fee / account holder | $313 | $12,125-97.4% | $10,264-96.9% | $11,599-97.3% |