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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 | $31,240 | $185,883-83.2% | $170,043-81.6% | $139,466-77.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.99% | 60.54%-42.6pp | 53.40%-35.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $5,708 | $7,596-24.9% | $6,790-15.9% | $4,754+20.1% |
| Participant deferral / active EE | $11,926 | $11,626+2.6% | $10,410+14.6% | $6,712+77.7% |
| Admin fee / account holder | $2,804 | $15,393-81.8% | $12,824-78.1% | $11,409-75.4% |