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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 | $56,607 | $107,363-47.3% | $92,909-39.1% | $152,897-63.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.49% | 145.63%-127.1pp | 109.44%-91.0pp | 345.43%-326.9pp |
| Employer contribution / active EE | $4,214 | $4,222-0.2% | $3,653+15.3% | $4,764-11.5% |
| Participant deferral / active EE | $2,494 | $4,848-48.6% | $4,238-41.2% | $5,851-57.4% |
| Admin fee / account holder | $1,639 | $7,082-76.9% | $5,795-71.7% | $11,599-85.9% |