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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 | $162,836 | $175,231-7.1% | $149,696+8.8% | $139,466+16.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.84% | 166.77%-144.9pp | 134.46%-112.6pp | 373.66%-351.8pp |
| Employer contribution / active EE | $2,109 | $5,478-61.5% | $4,821-56.3% | $4,754-55.6% |
| Participant deferral / active EE | $7,248 | $6,521+11.1% | $5,682+27.6% | $6,712+8.0% |
| Admin fee / account holder | $1,483 | $16,155-90.8% | $13,212-88.8% | $11,409-87.0% |