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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 | $102,013 | $154,159-33.8% | $130,026-21.5% | $139,456-26.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 29.46% | 32.50%-3.0pp | -137.26%+166.7pp | 373.45%-344.0pp |
| Employer contribution / active EE | $3,490 | $5,292-34.1% | $4,321-19.2% | $4,753-26.6% |
| Participant deferral / active EE | $2,325 | $6,710-65.3% | $5,821-60.1% | $6,711-65.4% |
| Admin fee / account holder | $1,267 | $14,001-91.0% | $10,608-88.1% | $11,407-88.9% |