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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 | $118,381 | $211,224-44.0% | $178,505-33.7% | $145,897-18.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.23% | 30.28%-13.1pp | 27.16%-9.9pp | 552.29%-535.1pp |
| Employer contribution / active EE | $2,140 | $4,577-53.3% | $3,955-45.9% | $4,663-54.1% |
| Participant deferral / active EE | $9,527 | $6,966+36.8% | $6,280+51.7% | $6,689+42.4% |
| Admin fee / account holder | $862 | $12,109-92.9% | $10,428-91.7% | $13,390-93.6% |