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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 | $35,825 | $150,346-76.2% | $120,524-70.3% | $145,877-75.4% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 10.01% | 154.40%-144.4pp | 107.36%-97.4pp | 551.28%-541.3pp |
| Employer contribution / active EE | $3,846 | $4,353-11.6% | $3,469+10.9% | $4,663-17.5% |
| Participant deferral / active EE | $2,733 | $6,172-55.7% | $4,994-45.3% | $6,691-59.1% |
| Admin fee / account holder | $1,646 | $12,215-86.5% | $9,440-82.6% | $13,402-87.7% |