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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 | $62,715 | $183,592-65.8% | $155,574-59.7% | $145,877-57.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.06% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $1,683 | $5,317-68.4% | $4,676-64.0% | $4,663-63.9% |
| Participant deferral / active EE | $7,078 | $6,466+9.5% | $5,629+25.7% | $6,691+5.8% |
| Admin fee / account holder | $8,639 | $19,316-55.3% | $15,914-45.7% | $13,402-35.5% |