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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 | $46,949 | $198,462-76.3% | $170,439-72.5% | $147,585-68.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.66% | 257.30%-245.6pp | 205.94%-194.3pp | 578.58%-566.9pp |
| Employer contribution / active EE | $2,391 | $6,184-61.3% | $5,433-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $4,783 | $5,629-15.0% | $4,939-3.2% | $5,439-12.1% |
| Admin fee / account holder | $6,467 | $16,852-61.6% | $13,881-53.4% | $10,886-40.6% |