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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 | $41,718 | $108,897-61.7% | $100,378-58.4% | $145,877-71.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.04% | 58.17%-38.1pp | 49.41%-29.4pp | 551.28%-531.2pp |
| Employer contribution / active EE | $9,466 | $4,420+114.2% | $3,942+140.1% | $4,663+103.0% |
| Participant deferral / active EE | $9,467 | $8,455+12.0% | $8,087+17.1% | $6,691+41.5% |
| Admin fee / account holder | $1,064 | $9,690-89.0% | $7,899-86.5% | $13,402-92.1% |