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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 | $103,975 | $185,905-44.1% | $170,057-38.9% | $139,487-25.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.28% | 60.56%-38.3pp | 53.42%-31.1pp | 373.84%-351.6pp |
| Employer contribution / active EE | $3,068 | $7,597-59.6% | $6,790-54.8% | $4,755-35.5% |
| Participant deferral / active EE | $8,905 | $11,627-23.4% | $10,411-14.5% | $6,713+32.7% |
| Admin fee / account holder | $782 | $15,397-94.9% | $12,826-93.9% | $11,407-93.1% |