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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 | $68,013 | $176,077-61.4% | $159,455-57.3% | $167,518-59.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.27% | 331.83%-310.6pp | 263.63%-242.4pp | 478.71%-457.4pp |
| Employer contribution / active EE | $5,000 | $5,298-5.6% | $4,830+3.5% | $4,838+3.3% |
| Participant deferral / active EE | $9,867 | $7,751+27.3% | $7,353+34.2% | $6,342+55.6% |
| Admin fee / account holder | $367 | $12,556-97.1% | $10,800-96.6% | $12,312-97.0% |