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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 | $21,230 | $99,053-78.6% | $88,179-75.9% | $138,895-84.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 52.00% | 78.17%-26.2pp | 64.97%-13.0pp | 145.39%-93.4pp |
| Employer contribution / active EE | $2,920 | $2,882+1.3% | $2,549+14.5% | $4,194-30.4% |
| Participant deferral / active EE | $6,109 | $5,225+16.9% | $4,614+32.4% | $6,396-4.5% |
| Admin fee / account holder | $375 | $8,748-95.7% | $7,673-95.1% | $12,562-97.0% |