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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 | $37,432 | $217,432-82.8% | $185,851-79.9% | $167,553-77.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 21.39% | 148.43%-127.0pp | 122.11%-100.7pp | 478.89%-457.5pp |
| Employer contribution / active EE | $4,233 | $5,874-27.9% | $5,168-18.1% | $4,840-12.5% |
| Participant deferral / active EE | $8,189 | $6,357+28.8% | $5,569+47.1% | $6,343+29.1% |
| Admin fee / account holder | $920 | $19,820-95.4% | $16,245-94.3% | $12,316-92.5% |