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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 | $46,404 | $217,427-78.7% | $185,837-75.0% | $167,518-72.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.37% | 148.39%-132.0pp | 122.08%-105.7pp | 478.71%-462.3pp |
| Employer contribution / active EE | $1,460 | $5,874-75.1% | $5,168-71.8% | $4,838-69.8% |
| Participant deferral / active EE | $3,916 | $6,357-38.4% | $5,568-29.7% | $6,342-38.2% |
| Admin fee / account holder | $758 | $19,816-96.2% | $16,241-95.3% | $12,312-93.8% |