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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 | $44,073 | $202,463-78.2% | $169,397-74.0% | $139,487-68.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 18.12% | 532.64%-514.5pp | 406.23%-388.1pp | 373.84%-355.7pp |
| Employer contribution / active EE | $5,885 | $4,694+25.4% | $4,013+46.6% | $4,755+23.8% |
| Participant deferral / active EE | $5,286 | $6,941-23.8% | $6,223-15.1% | $6,713-21.2% |
| Admin fee / account holder | $433 | $10,726-96.0% | $9,017-95.2% | $11,407-96.2% |