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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 | $49,121 | $217,427-77.4% | $185,837-73.6% | $167,518-70.7% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.09% | 148.39%-131.3pp | 122.08%-105.0pp | 478.71%-461.6pp |
| Employer contribution / active EE | $4,016 | $5,874-31.6% | $5,168-22.3% | $4,838-17.0% |
| Participant deferral / active EE | $5,644 | $6,357-11.2% | $5,568+1.4% | $6,342-11.0% |
| Admin fee / account holder | $2,533 | $19,816-87.2% | $16,241-84.4% | $12,312-79.4% |