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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 | $48,377 | $154,228-68.6% | $145,433-66.7% | $137,256-64.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.70% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,789 | $8,216+67.8% | $7,897+74.6% | $6,407+115.2% |
| Admin fee / account holder | $415 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |