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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 | $42,962 | $227,291-81.1% | $214,702-80.0% | $155,188-72.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 18.89% | 60.08%-41.2pp | 54.55%-35.7pp | 148.84%-129.9pp |
| Employer contribution / active EE | $4,230 | $6,772-37.5% | $6,461-34.5% | $4,248-0.4% |
| Participant deferral / active EE | $7,986 | $9,582-16.7% | $9,147-12.7% | $6,531+22.3% |
| Admin fee / account holder | $1,134 | $20,413-94.4% | $19,830-94.3% | $14,480-92.2% |