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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 | $39,508 | $148,623-73.4% | $135,974-70.9% | $139,466-71.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.42% | 79.30%-60.9pp | 68.30%-49.9pp | 373.66%-355.2pp |
| Employer contribution / active EE | $2,252 | $5,246-57.1% | $4,859-53.7% | $4,754-52.6% |
| Participant deferral / active EE | $7,423 | $8,103-8.4% | $7,760-4.3% | $6,712+10.6% |
| Admin fee / account holder | $2,461 | $12,406-80.2% | $10,767-77.1% | $11,409-78.4% |