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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 | $88,054 | $211,224-58.3% | $178,505-50.7% | $145,897-39.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.28% | 30.28%+13.0pp | 27.16%+16.1pp | 552.29%-509.0pp |
| Employer contribution / active EE | $2,236 | $4,577-51.2% | $3,955-43.5% | $4,663-52.1% |
| Participant deferral / active EE | $17,250 | $6,966+147.6% | $6,280+174.7% | $6,689+157.9% |
| Admin fee / account holder | $742 | $12,109-93.9% | $10,428-92.9% | $13,390-94.5% |