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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 | $46,414 | $160,040-71.0% | $147,096-68.4% | $145,877-68.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.36% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,778 | $5,289-66.4% | $4,936-64.0% | $4,663-61.9% |
| Participant deferral / active EE | $4,415 | $8,429-47.6% | $8,071-45.3% | $6,691-34.0% |
| Admin fee / account holder | $440 | $15,050-97.1% | $13,005-96.6% | $13,402-96.7% |