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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 | $59,136 | $183,592-67.8% | $155,574-62.0% | $145,877-59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.88% | 61.37%-47.5pp | 64.87%-51.0pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,430 | $5,317-35.5% | $4,676-26.6% | $4,663-26.4% |
| Participant deferral / active EE | $12,015 | $6,466+85.8% | $5,629+113.4% | $6,691+79.6% |
| Admin fee / account holder | $36,941 | $19,316+91.2% | $15,914+132.1% | $13,402+175.6% |