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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 | $86,284 | $183,516-53.0% | $155,534-44.5% | $145,884-40.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.27% | 61.43%-50.2pp | 64.92%-53.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $14,035 | $5,315+164.1% | $4,675+200.2% | $4,662+201.0% |
| Participant deferral / active EE | $11,734 | $6,467+81.5% | $5,630+108.4% | $6,690+75.4% |
| Admin fee / account holder | $7,674 | $19,293-60.2% | $15,900-51.7% | $13,392-42.7% |