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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 | $48,633 | $148,623-67.3% | $135,974-64.2% | $139,466-65.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.71% | 79.30%-57.6pp | 68.30%-46.6pp | 373.66%-352.0pp |
| Employer contribution / active EE | $3,744 | $5,246-28.6% | $4,859-22.9% | $4,754-21.2% |
| Participant deferral / active EE | $11,384 | $8,103+40.5% | $7,760+46.7% | $6,712+69.6% |
| Admin fee / account holder | $657 | $12,406-94.7% | $10,767-93.9% | $11,409-94.2% |