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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 | $114,992 | $209,422-45.1% | $178,503-35.6% | $158,982-27.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 16.78% | 188.81%-172.0pp | 151.12%-134.3pp | 302.99%-286.2pp |
| Employer contribution / active EE | $5,090 | $5,707-10.8% | $5,011+1.6% | $4,763+6.9% |
| Participant deferral / active EE | $4,743 | $5,955-20.4% | $5,202-8.8% | $5,983-20.7% |
| Admin fee / account holder | $597 | $17,079-96.5% | $13,987-95.7% | $11,252-94.7% |