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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 | $33,105 | $162,136-79.6% | $152,301-78.3% | $154,746-78.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 33.37% | 91.02%-57.7pp | 80.50%-47.1pp | 172.34%-139.0pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,056 | $8,341-39.4% | $8,004-36.8% | $6,730-24.9% |
| Admin fee / account holder | $1,468 | $15,759-90.7% | $14,398-89.8% | $14,365-89.8% |