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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 | $32,936 | $198,457-83.4% | $170,435-80.7% | $147,586-77.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.34% | 257.30%-239.0pp | 205.94%-187.6pp | 578.59%-560.3pp |
| Employer contribution / active EE | $4,783 | $6,183-22.7% | $5,432-12.0% | $4,876-1.9% |
| Participant deferral / active EE | $10,829 | $5,629+92.4% | $4,939+119.2% | $5,439+99.1% |
| Admin fee / account holder | $918 | $16,852-94.6% | $13,881-93.4% | $10,886-91.6% |