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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 | $46,239 | $202,463-77.2% | $169,397-72.7% | $139,487-66.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.18% | 532.64%-519.5pp | 406.23%-393.0pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,618 | $4,694-44.2% | $4,013-34.8% | $4,755-44.9% |
| Participant deferral / active EE | $2,253 | $6,941-67.5% | $6,223-63.8% | $6,713-66.4% |
| Admin fee / account holder | $45,285 | $10,726+322.2% | $9,017+402.2% | $11,407+297.0% |