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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 | $18,810 | $148,623-87.3% | $135,974-86.2% | $139,466-86.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 32.25% | 79.30%-47.0pp | 68.30%-36.1pp | 373.66%-341.4pp |
| Employer contribution / active EE | $5,315 | $5,246+1.3% | $4,859+9.4% | $4,754+11.8% |
| Participant deferral / active EE | $10,697 | $8,103+32.0% | $7,760+37.8% | $6,712+59.4% |
| Admin fee / account holder | $709 | $12,406-94.3% | $10,767-93.4% | $11,409-93.8% |