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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 | $85,407 | $196,972-56.6% | $182,262-53.1% | $198,609-57.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 16.90% | 158.27%-141.4pp | 140.60%-123.7pp | 202.70%-185.8pp |
| Employer contribution / active EE | $4,133 | $5,364-22.9% | $5,046-18.1% | $5,055-18.2% |
| Participant deferral / active EE | $10,598 | $8,643+22.6% | $8,276+28.0% | $6,977+51.9% |
| Admin fee / account holder | $1,379 | $18,429-92.5% | $16,712-91.7% | $19,030-92.8% |