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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 | $75,722 | $196,972-61.6% | $182,262-58.5% | $198,609-61.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 29.86% | 158.27%-128.4pp | 140.60%-110.7pp | 202.70%-172.8pp |
| Employer contribution / active EE | $2,846 | $5,364-46.9% | $5,046-43.6% | $5,055-43.7% |
| Participant deferral / active EE | $5,989 | $8,643-30.7% | $8,276-27.6% | $6,977-14.2% |
| Admin fee / account holder | $529 | $18,429-97.1% | $16,712-96.8% | $19,030-97.2% |