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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 | $85,336 | $166,020-48.6% | $164,866-48.2% | $145,959-41.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.68% | 100.08%-89.4pp | 69.97%-59.3pp | 561.95%-551.3pp |
| Employer contribution / active EE | $12,309 | $5,275+133.4% | $4,343+183.5% | $4,661+164.1% |
| Participant deferral / active EE | $7,491 | $6,961+7.6% | $6,033+24.2% | $6,689+12.0% |
| Admin fee / account holder | $7,147 | $16,644-57.1% | $12,689-43.7% | $13,398-46.7% |