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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 | $102,084 | $209,425-51.3% | $178,499-42.8% | $158,966-35.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.10% | 188.80%-170.7pp | 151.10%-133.0pp | 302.95%-284.9pp |
| Employer contribution / active EE | $5,523 | $5,707-3.2% | $5,011+10.2% | $4,762+16.0% |
| Participant deferral / active EE | $4,147 | $5,955-30.4% | $5,202-20.3% | $5,983-30.7% |
| Admin fee / account holder | $3,570 | $17,078-79.1% | $13,986-74.5% | $11,250-68.3% |