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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 | $28,433 | $175,257-83.8% | $149,717-81.0% | $139,456-79.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.25% | 166.70%-145.5pp | 134.41%-113.2pp | 373.45%-352.2pp |
| Employer contribution / active EE | $4,575 | $5,477-16.5% | $4,820-5.1% | $4,753-3.7% |
| Participant deferral / active EE | $4,335 | $6,521-33.5% | $5,682-23.7% | $6,711-35.4% |
| Admin fee / account holder | $317 | $16,156-98.0% | $13,213-97.6% | $11,407-97.2% |