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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 | $31,569 | $155,555-79.7% | $146,866-78.5% | $155,188-79.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 72.11% | 115.41%-43.3pp | 102.85%-30.7pp | 148.84%-76.7pp |
| Employer contribution / active EE | $3,183 | $4,647-31.5% | $4,425-28.1% | $4,248-25.1% |
| Participant deferral / active EE | $5,114 | $8,044-36.4% | $7,759-34.1% | $6,531-21.7% |
| Admin fee / account holder | $442 | $14,755-97.0% | $13,620-96.8% | $14,480-96.9% |