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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 | $39,640 | $175,231-77.4% | $149,696-73.5% | $139,466-71.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.37% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $2,686 | $5,478-51.0% | $4,821-44.3% | $4,754-43.5% |
| Participant deferral / active EE | $5,414 | $6,521-17.0% | $5,682-4.7% | $6,712-19.3% |
| Admin fee / account holder | $423 | $16,155-97.4% | $13,212-96.8% | $11,409-96.3% |