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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 | $71,067 | $148,629-52.2% | $135,982-47.7% | $139,487-49.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.14% | 79.33%-66.2pp | 68.32%-55.2pp | 373.84%-360.7pp |
| Employer contribution / active EE | $6,847 | $5,247+30.5% | $4,859+40.9% | $4,755+44.0% |
| Participant deferral / active EE | $9,938 | $8,102+22.6% | $7,760+28.1% | $6,713+48.0% |
| Admin fee / account holder | $552 | $12,406-95.6% | $10,767-94.9% | $11,407-95.2% |