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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 | $60,942 | $166,268-63.3% | $165,100-63.1% | $145,897-58.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.10% | 100.52%-89.4pp | 70.21%-59.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $5,737 | $5,284+8.6% | $4,348+31.9% | $4,663+23.0% |
| Participant deferral / active EE | $21,622 | $6,964+210.5% | $6,035+258.2% | $6,689+223.2% |
| Admin fee / account holder | $589 | $16,659-96.5% | $12,696-95.4% | $13,390-95.6% |