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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 | $109,479 | $184,000-40.5% | $162,185-32.5% | $152,909-28.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 16.94% | 150.80%-133.9pp | 115.61%-98.7pp | 345.46%-328.5pp |
| Employer contribution / active EE | $4,517 | $6,370-29.1% | $5,613-19.5% | $4,764-5.2% |
| Participant deferral / active EE | $5,047 | $8,033-37.2% | $7,297-30.8% | $5,851-13.7% |
| Admin fee / account holder | $2,511 | $13,124-80.9% | $10,844-76.8% | $11,601-78.4% |