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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 | $54,422 | $176,105-69.1% | $159,474-65.9% | $167,536-67.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.77% | 331.91%-315.1pp | 263.68%-246.9pp | 478.82%-462.0pp |
| Employer contribution / active EE | $4,427 | $5,299-16.4% | $4,831-8.4% | $4,839-8.5% |
| Participant deferral / active EE | $8,523 | $7,751+9.9% | $7,353+15.9% | $6,342+34.4% |
| Admin fee / account holder | $10,396 | $12,559-17.2% | $10,802-3.8% | $12,315-15.6% |