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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 | $39,550 | $198,457-80.1% | $170,435-76.8% | $147,586-73.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.67% | 257.30%-241.6pp | 205.94%-190.3pp | 578.59%-562.9pp |
| Employer contribution / active EE | $5,179 | $6,183-16.2% | $5,432-4.7% | $4,876+6.2% |
| Participant deferral / active EE | $4,324 | $5,629-23.2% | $4,939-12.5% | $5,439-20.5% |
| Admin fee / account holder | $1,813 | $16,852-89.2% | $13,881-86.9% | $10,886-83.3% |