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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 | $48,167 | $102,595-53.1% | $94,057-48.8% | $154,746-68.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 12.11% | 583.42%-571.3pp | 480.62%-468.5pp | 172.34%-160.2pp |
| Employer contribution / active EE | $2,497 | $3,147-20.7% | $2,933-14.9% | $4,379-43.0% |
| Participant deferral / active EE | $10,304 | $5,118+101.3% | $4,709+118.8% | $6,730+53.1% |
| Admin fee / account holder | $12,787 | $7,736+65.3% | $7,244+76.5% | $14,365-11.0% |