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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 | $52,912 | $160,070-66.9% | $147,117-64.0% | $145,897-63.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.64% | 98.69%-80.0pp | 420.54%-401.9pp | 552.29%-533.6pp |
| Employer contribution / active EE | $3,868 | $5,285-26.8% | $4,932-21.6% | $4,663-17.0% |
| Participant deferral / active EE | $18,656 | $8,419+121.6% | $8,065+131.3% | $6,689+178.9% |
| Admin fee / account holder | $3,072 | $15,035-79.6% | $12,993-76.4% | $13,390-77.1% |