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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 | $40,102 | $227,291-82.4% | $214,702-81.3% | $155,188-74.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 22.80% | 60.08%-37.3pp | 54.55%-31.8pp | 148.84%-126.0pp |
| Employer contribution / active EE | $3,851 | $6,772-43.1% | $6,461-40.4% | $4,248-9.3% |
| Participant deferral / active EE | $6,190 | $9,582-35.4% | $9,147-32.3% | $6,531-5.2% |
| Admin fee / account holder | $995 | $20,413-95.1% | $19,830-95.0% | $14,480-93.1% |