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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 | $50,491 | $175,231-71.2% | $149,696-66.3% | $139,466-63.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.30% | 166.77%-141.5pp | 134.46%-109.2pp | 373.66%-348.4pp |
| Employer contribution / active EE | $2,164 | $5,478-60.5% | $4,821-55.1% | $4,754-54.5% |
| Participant deferral / active EE | $21,813 | $6,521+234.5% | $5,682+283.9% | $6,712+225.0% |
| Admin fee / account holder | $341 | $16,155-97.9% | $13,212-97.4% | $11,409-97.0% |