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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 | $54,918 | $198,457-72.3% | $170,435-67.8% | $147,586-62.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.25% | 257.30%-235.1pp | 205.94%-183.7pp | 578.59%-556.3pp |
| Employer contribution / active EE | $6,041 | $6,183-2.3% | $5,432+11.2% | $4,876+23.9% |
| Participant deferral / active EE | $12,785 | $5,629+127.1% | $4,939+158.8% | $5,439+135.1% |
| Admin fee / account holder | $489 | $16,852-97.1% | $13,881-96.5% | $10,886-95.5% |