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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 | $42,754 | $160,028-73.3% | $147,080-70.9% | $145,884-70.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.19% | 98.60%-78.4pp | 420.17%-400.0pp | 551.85%-531.7pp |
| Employer contribution / active EE | $4,887 | $5,286-7.5% | $4,933-0.9% | $4,662+4.8% |
| Participant deferral / active EE | $14,430 | $8,422+71.3% | $8,066+78.9% | $6,690+115.7% |
| Admin fee / account holder | $698 | $15,030-95.4% | $12,989-94.6% | $13,392-94.8% |