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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 | $48,330 | $126,519-61.8% | $106,201-54.5% | $145,959-66.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.76% | 225.10%-214.3pp | 116.26%-105.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $3,459 | $3,726-7.2% | $3,170+9.1% | $4,661-25.8% |
| Participant deferral / active EE | $4,988 | $5,716-12.7% | $5,012-0.5% | $6,689-25.4% |
| Admin fee / account holder | $50,383 | $17,312+191.0% | $11,039+356.4% | $13,398+276.1% |