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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 | $109,703 | $166,131-34.0% | $164,975-33.5% | $145,877-24.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 25.64% | 100.37%-74.7pp | 70.12%-44.5pp | 551.28%-525.6pp |
| Employer contribution / active EE | $2,341 | $5,276-55.6% | $4,343-46.1% | $4,663-49.8% |
| Participant deferral / active EE | $15,758 | $6,962+126.3% | $6,033+161.2% | $6,691+135.5% |
| Admin fee / account holder | $666 | $16,648-96.0% | $12,688-94.8% | $13,402-95.0% |