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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 | $117,940 | $198,457-40.6% | $170,435-30.8% | $147,586-20.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.92% | 257.30%-247.4pp | 205.94%-196.0pp | 578.59%-568.7pp |
| Employer contribution / active EE | $2,619 | $6,183-57.6% | $5,432-51.8% | $4,876-46.3% |
| Participant deferral / active EE | $5,121 | $5,629-9.0% | $4,939+3.7% | $5,439-5.9% |
| Admin fee / account holder | $2,929 | $16,852-82.6% | $13,881-78.9% | $10,886-73.1% |