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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 | $34,537 | $148,629-76.8% | $135,982-74.6% | $139,487-75.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 47.42% | 79.33%-31.9pp | 68.32%-20.9pp | 373.84%-326.4pp |
| Employer contribution / active EE | $5,340 | $5,247+1.8% | $4,859+9.9% | $4,755+12.3% |
| Participant deferral / active EE | $16,720 | $8,102+106.4% | $7,760+115.5% | $6,713+149.1% |
| Admin fee / account holder | $315 | $12,406-97.5% | $10,767-97.1% | $11,407-97.2% |