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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 | $37,720 | $132,634-71.6% | $115,768-67.4% | $137,256-72.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 19.19% | 160.70%-141.5pp | 100.46%-81.3pp | 220.34%-201.2pp |
| Employer contribution / active EE | $4,564 | $3,360+35.9% | $2,940+55.2% | $4,156+9.8% |
| Participant deferral / active EE | $10,459 | $5,619+86.1% | $4,917+112.7% | $6,407+63.2% |
| Admin fee / account holder | $9,179 | $15,028-38.9% | $12,439-26.2% | $12,270-25.2% |