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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 | $55,380 | $148,623-62.7% | $135,974-59.3% | $139,466-60.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.39% | 79.30%-66.9pp | 68.30%-55.9pp | 373.66%-361.3pp |
| Employer contribution / active EE | $2,805 | $5,246-46.5% | $4,859-42.3% | $4,754-41.0% |
| Participant deferral / active EE | $12,720 | $8,103+57.0% | $7,760+63.9% | $6,712+89.5% |
| Admin fee / account holder | $993 | $12,406-92.0% | $10,767-90.8% | $11,409-91.3% |