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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 | $49,596 | $175,259-71.7% | $149,723-66.9% | $139,487-64.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.47% | 166.82%-146.4pp | 134.50%-114.0pp | 373.84%-353.4pp |
| Employer contribution / active EE | $9,398 | $5,478+71.5% | $4,821+94.9% | $4,755+97.6% |
| Participant deferral / active EE | $7,481 | $6,522+14.7% | $5,682+31.7% | $6,713+11.5% |
| Admin fee / account holder | $2,349 | $16,158-85.5% | $13,215-82.2% | $11,407-79.4% |