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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 | $73,877 | $183,592-59.8% | $155,574-52.5% | $145,877-49.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.38% | 61.37%-45.0pp | 64.87%-48.5pp | 551.28%-534.9pp |
| Employer contribution / active EE | $16,668 | $5,317+213.5% | $4,676+256.5% | $4,663+257.5% |
| Participant deferral / active EE | $15,121 | $6,466+133.8% | $5,629+168.6% | $6,691+126.0% |
| Admin fee / account holder | $890 | $19,316-95.4% | $15,914-94.4% | $13,402-93.4% |