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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 | $71,050 | $182,823-61.1% | $161,596-56.0% | $198,609-64.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 80.7%+19.3pp | 82.4%+17.6pp |
| Annual return | 23.52% | 484.64%-461.1pp | 389.92%-366.4pp | 202.70%-179.2pp |
| Employer contribution / active EE | $4,746 | $4,109+15.5% | $3,977+19.3% | $5,055-6.1% |
| Participant deferral / active EE | $15,296 | $7,056+116.8% | $6,750+126.6% | $6,977+119.2% |
| Admin fee / account holder | $315 | $15,687-98.0% | $13,161-97.6% | $19,030-98.3% |