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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 | $68,346 | $159,978-57.3% | $147,041-53.5% | $145,978-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.05% | 98.36%-88.3pp | 419.21%-409.2pp | 550.52%-540.5pp |
| Employer contribution / active EE | $1,976 | $5,288-62.6% | $4,935-60.0% | $4,662-57.6% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+89.0% | $6,690+128.0% |
| Admin fee / account holder | $23,097 | $15,053+53.4% | $13,006+77.6% | $13,400+72.4% |