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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 | $98,443 | $183,539-46.4% | $155,556-36.7% | $145,897-32.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.13% | 61.31%-44.2pp | 64.84%-47.7pp | 552.29%-535.2pp |
| Employer contribution / active EE | $3,303 | $5,315-37.9% | $4,675-29.3% | $4,663-29.2% |
| Participant deferral / active EE | $13,692 | $6,467+111.7% | $5,631+143.2% | $6,689+104.7% |
| Admin fee / account holder | $1,447 | $19,275-92.5% | $15,885-90.9% | $13,390-89.2% |