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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 | $48,456 | $156,398-69.0% | $147,318-67.1% | $138,895-65.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 124.54% | 78.75%+45.8pp | 70.43%+54.1pp | 145.39%-20.9pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $14,053 | $8,237+70.6% | $7,906+77.7% | $6,396+119.7% |
| Admin fee / account holder | $5,710 | $14,976-61.9% | $13,708-58.3% | $12,562-54.5% |