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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 | $46,326 | $166,131-72.1% | $164,975-71.9% | $145,877-68.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.61% | 100.37%-88.8pp | 70.12%-58.5pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,860 | $5,276-26.8% | $4,343-11.1% | $4,663-17.2% |
| Participant deferral / active EE | $15,192 | $6,962+118.2% | $6,033+151.8% | $6,691+127.1% |
| Admin fee / account holder | $846 | $16,648-94.9% | $12,688-93.3% | $13,402-93.7% |