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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 | $31,403 | $202,326-84.5% | $172,745-81.8% | $152,870-79.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.97% | 1029.72%-1004.8pp | 802.90%-777.9pp | 345.34%-320.4pp |
| Employer contribution / active EE | $3,890 | $5,858-33.6% | $5,144-24.4% | $4,763-18.3% |
| Participant deferral / active EE | $6,575 | $5,948+10.5% | $5,197+26.5% | $5,850+12.4% |
| Admin fee / account holder | $3,463 | $17,110-79.8% | $13,954-75.2% | $11,597-70.1% |