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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 | $39,033 | $198,457-80.3% | $170,435-77.1% | $147,586-73.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.58% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $4,487 | $6,183-27.4% | $5,432-17.4% | $4,876-8.0% |
| Participant deferral / active EE | $4,180 | $5,629-25.7% | $4,939-15.4% | $5,439-23.1% |
| Admin fee / account holder | $737 | $16,852-95.6% | $13,881-94.7% | $10,886-93.2% |