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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 | $92,573 | $175,212-47.2% | $149,682-38.2% | $139,427-33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.22% | 166.63%-150.4pp | 134.35%-118.1pp | 373.27%-357.1pp |
| Employer contribution / active EE | $3,478 | $5,475-36.5% | $4,818-27.8% | $4,752-26.8% |
| Participant deferral / active EE | $7,650 | $6,520+17.3% | $5,681+34.7% | $6,711+14.0% |
| Admin fee / account holder | $935 | $16,150-94.2% | $13,210-92.9% | $11,404-91.8% |