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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 | $111,921 | $157,304-28.9% | $141,197-20.7% | $152,909-26.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.43% | 64.34%-41.9pp | 71.41%-49.0pp | 345.46%-323.0pp |
| Employer contribution / active EE | $8,888 | $5,263+68.9% | $4,736+87.7% | $4,764+86.6% |
| Participant deferral / active EE | $8,052 | $7,111+13.2% | $6,710+20.0% | $5,851+37.6% |
| Admin fee / account holder | $2,605 | $12,126-78.5% | $10,265-74.6% | $11,601-77.5% |