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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 | $95,770 | $217,432-56.0% | $185,851-48.5% | $167,553-42.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.35% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.5pp |
| Employer contribution / active EE | $4,667 | $5,874-20.6% | $5,168-9.7% | $4,840-3.6% |
| Participant deferral / active EE | $4,380 | $6,357-31.1% | $5,569-21.3% | $6,343-30.9% |
| Admin fee / account holder | $9,583 | $19,820-51.7% | $16,245-41.0% | $12,316-22.2% |