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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 | $51,653 | $217,432-76.2% | $185,849-72.2% | $167,536-69.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.88% | 148.42%-130.5pp | 122.10%-104.2pp | 478.82%-460.9pp |
| Employer contribution / active EE | $6,625 | $5,875+12.8% | $5,169+28.2% | $4,839+36.9% |
| Participant deferral / active EE | $4,743 | $6,357-25.4% | $5,569-14.8% | $6,342-25.2% |
| Admin fee / account holder | $571 | $19,818-97.1% | $16,244-96.5% | $12,315-95.4% |