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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 | $123,444 | $202,342-39.0% | $172,753-28.5% | $152,909-19.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.12% | 1029.88%-1007.8pp | 803.00%-780.9pp | 345.46%-323.3pp |
| Employer contribution / active EE | $3,602 | $5,857-38.5% | $5,144-30.0% | $4,764-24.4% |
| Participant deferral / active EE | $5,757 | $5,948-3.2% | $5,198+10.8% | $5,851-1.6% |
| Admin fee / account holder | $4,710 | $17,112-72.5% | $13,956-66.3% | $11,601-59.4% |