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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 | $80,003 | $185,856-57.0% | $170,028-52.9% | $139,456-42.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.45% | 60.52%-39.1pp | 53.39%-31.9pp | 373.45%-352.0pp |
| Employer contribution / active EE | $2,639 | $7,593-65.2% | $6,788-61.1% | $4,753-44.5% |
| Participant deferral / active EE | $9,204 | $11,623-20.8% | $10,409-11.6% | $6,711+37.1% |
| Admin fee / account holder | $1,193 | $15,387-92.2% | $12,820-90.7% | $11,407-89.5% |