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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 | $61,921 | $63,346-2.2% | $92,240-32.9% | $70,126-11.7% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 15.75% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $5,864 | $2,471+137.3% | $3,680+59.4% | $2,343+150.3% |
| Participant deferral / active EE | $6,334 | $2,854+122.0% | $3,897+62.5% | $3,332+90.1% |
| Admin fee / account holder | $3,558 | $3,841-7.4% | $5,194-31.5% | $4,645-23.4% |