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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 | $114,345 | $198,457-42.4% | $170,435-32.9% | $147,586-22.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.15% | 257.30%-240.2pp | 205.94%-188.8pp | 578.59%-561.4pp |
| Employer contribution / active EE | $4,814 | $6,183-22.1% | $5,432-11.4% | $4,876-1.3% |
| Participant deferral / active EE | $7,923 | $5,629+40.7% | $4,939+60.4% | $5,439+45.7% |
| Admin fee / account holder | $1,861 | $16,852-89.0% | $13,881-86.6% | $10,886-82.9% |