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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 | $58,234 | $175,259-66.8% | $149,723-61.1% | $139,487-58.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.94% | 166.82%-147.9pp | 134.50%-115.6pp | 373.84%-354.9pp |
| Employer contribution / active EE | $4,076 | $5,478-25.6% | $4,821-15.5% | $4,755-14.3% |
| Participant deferral / active EE | $5,444 | $6,522-16.5% | $5,682-4.2% | $6,713-18.9% |
| Admin fee / account holder | $635 | $16,158-96.1% | $13,215-95.2% | $11,407-94.4% |