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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 | $53,321 | $226,105-76.4% | $182,540-70.8% | $152,897-65.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.80% | 192.58%-169.8pp | 148.58%-125.8pp | 345.43%-322.6pp |
| Employer contribution / active EE | $1,193 | $4,978-76.0% | $4,076-70.7% | $4,764-75.0% |
| Participant deferral / active EE | $7,197 | $6,370+13.0% | $5,525+30.3% | $5,851+23.0% |
| Admin fee / account holder | $441 | $10,706-95.9% | $8,593-94.9% | $11,599-96.2% |