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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 | $86,397 | $175,231-50.7% | $149,696-42.3% | $139,466-38.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.98% | 166.77%-152.8pp | 134.46%-120.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $6,484 | $5,478+18.4% | $4,821+34.5% | $4,754+36.4% |
| Participant deferral / active EE | $4,892 | $6,521-25.0% | $5,682-13.9% | $6,712-27.1% |
| Admin fee / account holder | $3,696 | $16,155-77.1% | $13,212-72.0% | $11,409-67.6% |