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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 | $51,861 | $142,354-63.6% | $125,529-58.7% | $155,188-66.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 16.94% | 306.06%-289.1pp | 202.56%-185.6pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,884 | $3,501-46.2% | $3,058-38.4% | $4,248-55.7% |
| Participant deferral / active EE | $8,191 | $5,491+49.2% | $4,813+70.2% | $6,531+25.4% |
| Admin fee / account holder | $427 | $19,392-97.8% | $16,298-97.4% | $14,480-97.1% |