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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 | $42,629 | $175,212-75.7% | $149,682-71.5% | $139,427-69.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 28.31% | 166.63%-138.3pp | 134.35%-106.0pp | 373.27%-345.0pp |
| Employer contribution / active EE | $2,163 | $5,475-60.5% | $4,818-55.1% | $4,752-54.5% |
| Participant deferral / active EE | $10,277 | $6,520+57.6% | $5,681+80.9% | $6,711+53.1% |
| Admin fee / account holder | $1,073 | $16,150-93.4% | $13,210-91.9% | $11,404-90.6% |