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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 | $69,690 | $72,071-3.3% | $68,368+1.9% | $137,256-49.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.17% | 353.14%-337.0pp | 292.57%-276.4pp | 220.34%-204.2pp |
| Employer contribution / active EE | $6,743 | $2,788+141.9% | $2,649+154.6% | $4,156+62.2% |
| Participant deferral / active EE | $4,926 | $4,410+11.7% | $4,123+19.5% | $6,407-23.1% |
| Admin fee / account holder | $5,686 | $5,336+6.6% | $5,150+10.4% | $12,270-53.7% |