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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 | $82,515 | $202,440-59.2% | $169,390-51.3% | $139,466-40.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 19.80% | 532.36%-512.6pp | 406.07%-386.3pp | 373.66%-353.9pp |
| Employer contribution / active EE | $1,465 | $4,693-68.8% | $4,013-63.5% | $4,754-69.2% |
| Participant deferral / active EE | $10,292 | $6,940+48.3% | $6,222+65.4% | $6,712+53.3% |
| Admin fee / account holder | $1,041 | $10,722-90.3% | $9,015-88.5% | $11,409-90.9% |