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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 | $18,954 | $159,978-88.2% | $147,041-87.1% | $145,978-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.48% | 98.36%-79.9pp | 419.21%-400.7pp | 550.52%-532.0pp |
| Employer contribution / active EE | $5,279 | $5,288-0.2% | $4,935+7.0% | $4,662+13.2% |
| Participant deferral / active EE | $13,350 | $8,429+58.4% | $8,071+65.4% | $6,690+99.6% |
| Admin fee / account holder | $442 | $15,053-97.1% | $13,006-96.6% | $13,400-96.7% |