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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 | $56,174 | $202,463-72.3% | $169,397-66.8% | $139,487-59.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.74% | 532.64%-520.9pp | 406.23%-394.5pp | 373.84%-362.1pp |
| Employer contribution / active EE | $2,578 | $4,694-45.1% | $4,013-35.8% | $4,755-45.8% |
| Participant deferral / active EE | $4,399 | $6,941-36.6% | $6,223-29.3% | $6,713-34.5% |
| Admin fee / account holder | $809 | $10,726-92.5% | $9,017-91.0% | $11,407-92.9% |