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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 | $33,360 | $102,595-67.5% | $94,057-64.5% | $154,746-78.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.18% | 583.42%-567.2pp | 480.62%-464.4pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,020 | $3,147-35.8% | $2,933-31.1% | $4,379-53.9% |
| Participant deferral / active EE | $7,224 | $5,118+41.1% | $4,709+53.4% | $6,730+7.3% |
| Admin fee / account holder | $1,329 | $7,736-82.8% | $7,244-81.7% | $14,365-90.7% |