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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 | $46,417 | $112,121-58.6% | $95,960-51.6% | $158,966-70.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.32% | 171.16%-154.8pp | 91.63%-75.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $2,153 | $3,199-32.7% | $2,541-15.3% | $4,762-54.8% |
| Participant deferral / active EE | $7,556 | $4,784+57.9% | $4,167+81.3% | $5,983+26.3% |
| Admin fee / account holder | $2,146 | $10,135-78.8% | $6,797-68.4% | $11,250-80.9% |