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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 | $56,026 | $148,582-62.3% | $135,942-58.8% | $139,456-59.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.82% | 79.26%-59.4pp | 68.28%-48.5pp | 373.45%-353.6pp |
| Employer contribution / active EE | $7,191 | $5,245+37.1% | $4,858+48.0% | $4,753+51.3% |
| Participant deferral / active EE | $11,929 | $8,101+47.2% | $7,759+53.7% | $6,711+77.7% |
| Admin fee / account holder | $7,084 | $12,402-42.9% | $10,764-34.2% | $11,407-37.9% |