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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 | $81,444 | $148,582-45.2% | $135,942-40.1% | $139,456-41.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.58% | 79.26%-64.7pp | 68.28%-53.7pp | 373.45%-358.9pp |
| Employer contribution / active EE | $1,795 | $5,245-65.8% | $4,858-63.0% | $4,753-62.2% |
| Participant deferral / active EE | $10,577 | $8,101+30.6% | $7,759+36.3% | $6,711+57.6% |
| Admin fee / account holder | $562 | $12,402-95.5% | $10,764-94.8% | $11,407-95.1% |