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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 | $67,382 | $148,629-54.7% | $135,982-50.4% | $139,487-51.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.45% | 79.33%-58.9pp | 68.32%-47.9pp | 373.84%-353.4pp |
| Employer contribution / active EE | $2,915 | $5,247-44.4% | $4,859-40.0% | $4,755-38.7% |
| Participant deferral / active EE | $8,667 | $8,102+7.0% | $7,760+11.7% | $6,713+29.1% |
| Admin fee / account holder | $909 | $12,406-92.7% | $10,767-91.6% | $11,407-92.0% |