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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 | $79,444 | $209,422-62.1% | $178,503-55.5% | $158,982-50.0% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 20.30% | 188.81%-168.5pp | 151.12%-130.8pp | 302.99%-282.7pp |
| Employer contribution / active EE | $2,641 | $5,707-53.7% | $5,011-47.3% | $4,763-44.6% |
| Participant deferral / active EE | $4,713 | $5,955-20.9% | $5,202-9.4% | $5,983-21.2% |
| Admin fee / account holder | $917 | $17,079-94.6% | $13,987-93.4% | $11,252-91.8% |