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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 | $16,836 | $148,623-88.7% | $135,974-87.6% | $139,466-87.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.88% | 79.30%-62.4pp | 68.30%-51.4pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,567 | $5,246-32.0% | $4,859-26.6% | $4,754-25.0% |
| Participant deferral / active EE | $8,017 | $8,103-1.1% | $7,760+3.3% | $6,712+19.4% |
| Admin fee / account holder | $7,902 | $12,406-36.3% | $10,767-26.6% | $11,409-30.7% |