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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 | $80,227 | $198,461-59.6% | $170,436-52.9% | $147,585-45.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.80% | 257.30%-239.5pp | 205.94%-188.1pp | 578.57%-560.8pp |
| Employer contribution / active EE | $3,800 | $6,184-38.5% | $5,433-30.1% | $4,876-22.1% |
| Participant deferral / active EE | $24,000 | $5,629+326.3% | $4,939+385.9% | $5,439+341.3% |
| Admin fee / account holder | $1,164 | $16,852-93.1% | $13,880-91.6% | $10,885-89.3% |