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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 | $142,606 | $166,131-14.2% | $164,975-13.6% | $145,877-2.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.34% | 100.37%-91.0pp | 70.12%-60.8pp | 551.28%-541.9pp |
| Employer contribution / active EE | $1,848 | $5,276-65.0% | $4,343-57.4% | $4,663-60.4% |
| Participant deferral / active EE | $22,934 | $6,962+229.4% | $6,033+280.1% | $6,691+242.8% |
| Admin fee / account holder | $25,895 | $16,648+55.5% | $12,688+104.1% | $13,402+93.2% |