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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 | $49,040 | $226,090-78.3% | $182,531-73.1% | $152,885-67.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.73% | 192.57%-173.8pp | 148.57%-129.8pp | 345.39%-326.7pp |
| Employer contribution / active EE | $2,539 | $4,978-49.0% | $4,075-37.7% | $4,763-46.7% |
| Participant deferral / active EE | $4,639 | $6,369-27.2% | $5,525-16.0% | $5,851-20.7% |
| Admin fee / account holder | $438 | $10,705-95.9% | $8,593-94.9% | $11,598-96.2% |