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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 | $35,938 | $148,623-75.8% | $135,974-73.6% | $139,466-74.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.81% | 79.30%-62.5pp | 68.30%-51.5pp | 373.66%-356.9pp |
| Employer contribution / active EE | $4,946 | $5,246-5.7% | $4,859+1.8% | $4,754+4.0% |
| Participant deferral / active EE | $9,045 | $8,103+11.6% | $7,760+16.6% | $6,712+34.8% |
| Admin fee / account holder | $11,713 | $12,406-5.6% | $10,767+8.8% | $11,409+2.7% |