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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 | $68,977 | $198,462-65.2% | $170,439-59.5% | $147,585-53.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 12.72% | 257.30%-244.6pp | 205.94%-193.2pp | 578.58%-565.9pp |
| Employer contribution / active EE | $5,269 | $6,184-14.8% | $5,433-3.0% | $4,876+8.0% |
| Participant deferral / active EE | $5,900 | $5,629+4.8% | $4,939+19.4% | $5,439+8.5% |
| Admin fee / account holder | $4,340 | $16,852-74.2% | $13,881-68.7% | $10,886-60.1% |