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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 | $30,044 | $156,398-80.8% | $147,318-79.6% | $138,895-78.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.67% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $3,937 | $4,853-18.9% | $4,593-14.3% | $4,194-6.1% |
| Participant deferral / active EE | $17,134 | $8,237+108.0% | $7,906+116.7% | $6,396+167.9% |
| Admin fee / account holder | $5,110 | $14,976-65.9% | $13,708-62.7% | $12,562-59.3% |