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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 | $51,262 | $56,197-8.8% | $67,652-24.2% | $59,633-14.0% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | 7.00% | 18508.10%-18501.1pp | 6625.40%-6618.4pp | 2041.45%-2034.5pp |
| Employer contribution / active EE | $2,724 | $1,615+68.7% | $2,266+20.2% | $2,203+23.7% |
| Participant deferral / active EE | $4,560 | $2,844+60.4% | $3,560+28.1% | $3,192+42.9% |
| Admin fee / account holder | $521 | $3,958-86.8% | $4,821-89.2% | $4,297-87.9% |