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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 | $113,503 | $211,288-46.3% | $178,540-36.4% | $145,884-22.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.47% | 30.27%-8.8pp | 27.15%-5.7pp | 551.85%-530.4pp |
| Employer contribution / active EE | $5,266 | $4,574+15.1% | $3,953+33.2% | $4,662+12.9% |
| Participant deferral / active EE | $17,049 | $6,967+144.7% | $6,281+171.5% | $6,690+154.9% |
| Admin fee / account holder | $802 | $12,105-93.4% | $10,424-92.3% | $13,392-94.0% |