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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 | $41,934 | $148,629-71.8% | $135,982-69.2% | $139,487-69.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 21.75% | 79.33%-57.6pp | 68.32%-46.6pp | 373.84%-352.1pp |
| Employer contribution / active EE | $3,749 | $5,247-28.5% | $4,859-22.8% | $4,755-21.2% |
| Participant deferral / active EE | $6,741 | $8,102-16.8% | $7,760-13.1% | $6,713+0.4% |
| Admin fee / account holder | $318 | $12,406-97.4% | $10,767-97.1% | $11,407-97.2% |