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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 | $43,743 | $105,145-58.4% | $94,664-53.8% | $139,466-68.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 38.09%-19.4pp | 156.84%-138.1pp | 373.66%-355.0pp |
| Employer contribution / active EE | $3,131 | $4,107-23.8% | $3,673-14.8% | $4,754-34.1% |
| Participant deferral / active EE | $7,621 | $7,599+0.3% | $7,417+2.7% | $6,712+13.5% |
| Admin fee / account holder | $434 | $8,972-95.2% | $7,222-94.0% | $11,409-96.2% |