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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 | $42,524 | $165,381-74.3% | $149,730-71.6% | $158,966-73.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.65% | 348.29%-307.6pp | 276.70%-236.1pp | 302.95%-262.3pp |
| Employer contribution / active EE | $2,213 | $5,104-56.6% | $4,645-52.4% | $4,762-53.5% |
| Participant deferral / active EE | $4,737 | $7,182-34.0% | $6,843-30.8% | $5,983-20.8% |
| Admin fee / account holder | $739 | $10,809-93.2% | $9,310-92.1% | $11,250-93.4% |