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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 | $38,303 | $176,077-78.2% | $159,455-76.0% | $167,518-77.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.19% | 331.83%-318.6pp | 263.63%-250.4pp | 478.71%-465.5pp |
| Employer contribution / active EE | $1,715 | $5,298-67.6% | $4,830-64.5% | $4,838-64.6% |
| Participant deferral / active EE | $4,526 | $7,751-41.6% | $7,353-38.4% | $6,342-28.6% |
| Admin fee / account holder | $844 | $12,556-93.3% | $10,800-92.2% | $12,312-93.1% |