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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 | $40,875 | $102,938-60.3% | $94,105-56.6% | $138,895-70.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 11.64% | 250.28%-238.6pp | 204.55%-192.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $5,002 | $2,732+83.1% | $2,504+99.7% | $4,194+19.3% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $3,370 | $6,600-48.9% | $6,199-45.6% | $12,562-73.2% |