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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 | $41,358 | $209,422-80.3% | $178,503-76.8% | $158,982-74.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.33% | 188.81%-168.5pp | 151.12%-130.8pp | 302.99%-282.7pp |
| Employer contribution / active EE | $2,203 | $5,707-61.4% | $5,011-56.0% | $4,763-53.7% |
| Participant deferral / active EE | $11,183 | $5,955+87.8% | $5,202+115.0% | $5,983+86.9% |
| Admin fee / account holder | $341 | $17,079-98.0% | $13,987-97.6% | $11,252-97.0% |