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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 | $46,271 | $109,908-57.9% | $97,161-52.4% | $145,978-68.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.93% | 243.80%-229.9pp | 75.36%-61.4pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,631 | $3,077+18.0% | $2,723+33.3% | $4,662-22.1% |
| Participant deferral / active EE | $3,671 | $4,679-21.5% | $4,265-13.9% | $6,690-45.1% |
| Admin fee / account holder | $4,504 | $6,213-27.5% | $5,647-20.2% | $13,400-66.4% |