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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 | $81,105 | $198,462-59.1% | $170,439-52.4% | $147,585-45.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.68% | 257.30%-234.6pp | 205.94%-183.3pp | 578.58%-555.9pp |
| Employer contribution / active EE | $5,087 | $6,184-17.7% | $5,433-6.4% | $4,876+4.3% |
| Participant deferral / active EE | $2,425 | $5,629-56.9% | $4,939-50.9% | $5,439-55.4% |
| Admin fee / account holder | $5,056 | $16,852-70.0% | $13,881-63.6% | $10,886-53.6% |