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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 | $40,092 | $166,131-75.9% | $164,975-75.7% | $145,877-72.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.21% | 100.37%-90.2pp | 70.12%-59.9pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,031 | $5,276-42.6% | $4,343-30.2% | $4,663-35.0% |
| Participant deferral / active EE | $3,056 | $6,962-56.1% | $6,033-49.3% | $6,691-54.3% |
| Admin fee / account holder | $4,882 | $16,648-70.7% | $12,688-61.5% | $13,402-63.6% |