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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 | $64,025 | $138,075-53.6% | $123,552-48.2% | $135,379-52.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 24.07% | 153.70%-129.6pp | 119.20%-95.1pp | 519.79%-495.7pp |
| Employer contribution / active EE | $4,735 | $5,152-8.1% | $4,628+2.3% | $4,779-0.9% |
| Participant deferral / active EE | $12,333 | $6,800+81.4% | $6,426+91.9% | $5,609+119.9% |
| Admin fee / account holder | $1,029 | $10,917-90.6% | $9,285-88.9% | $10,828-90.5% |