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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 | $45,634 | $132,634-65.6% | $115,768-60.6% | $137,256-66.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.56% | 160.70%-145.1pp | 100.46%-84.9pp | 220.34%-204.8pp |
| Employer contribution / active EE | $3,469 | $3,360+3.3% | $2,940+18.0% | $4,156-16.5% |
| Participant deferral / active EE | $7,318 | $5,619+30.2% | $4,917+48.8% | $6,407+14.2% |
| Admin fee / account holder | $739 | $15,028-95.1% | $12,439-94.1% | $12,270-94.0% |