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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 | $27,114 | $175,259-84.5% | $149,723-81.9% | $139,487-80.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 166.82%-151.1pp | 134.50%-118.8pp | 373.84%-358.1pp |
| Employer contribution / active EE | $4,630 | $5,478-15.5% | $4,821-4.0% | $4,755-2.6% |
| Participant deferral / active EE | $3,395 | $6,522-47.9% | $5,682-40.3% | $6,713-49.4% |
| Admin fee / account holder | $532 | $16,158-96.7% | $13,215-96.0% | $11,407-95.3% |