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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 | $110,272 | $198,461-44.4% | $170,436-35.3% | $147,585-25.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.53% | 257.30%-242.8pp | 205.94%-191.4pp | 578.57%-564.0pp |
| Employer contribution / active EE | $3,028 | $6,184-51.0% | $5,433-44.3% | $4,876-37.9% |
| Participant deferral / active EE | $5,018 | $5,629-10.9% | $4,939+1.6% | $5,439-7.7% |
| Admin fee / account holder | $930 | $16,852-94.5% | $13,880-93.3% | $10,885-91.5% |