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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 | $113,435 | $175,259-35.3% | $149,723-24.2% | $139,487-18.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.20% | 166.82%-146.6pp | 134.50%-114.3pp | 373.84%-353.6pp |
| Employer contribution / active EE | $1,404 | $5,478-74.4% | $4,821-70.9% | $4,755-70.5% |
| Participant deferral / active EE | $14,774 | $6,522+126.5% | $5,682+160.0% | $6,713+120.1% |
| Admin fee / account holder | $2,223 | $16,158-86.2% | $13,215-83.2% | $11,407-80.5% |