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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 | $73,096 | $132,099-44.7% | $115,599-36.8% | $138,895-47.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 21.81% | 176.76%-154.9pp | 111.10%-89.3pp | 145.39%-123.6pp |
| Employer contribution / active EE | $8,191 | $3,416+139.8% | $2,955+177.1% | $4,194+95.3% |
| Participant deferral / active EE | $14,035 | $5,617+149.9% | $4,889+187.0% | $6,396+119.4% |
| Admin fee / account holder | $1,843 | $15,650-88.2% | $12,841-85.7% | $12,562-85.3% |