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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 | $35,347 | $129,737-72.8% | $119,126-70.3% | $154,746-77.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 73.83% | 379.08%-305.2pp | 282.11%-208.3pp | 172.34%-98.5pp |
| Employer contribution / active EE | $2,266 | $4,375-48.2% | $4,034-43.8% | $4,379-48.3% |
| Participant deferral / active EE | $4,106 | $5,842-29.7% | $5,318-22.8% | $6,730-39.0% |
| Admin fee / account holder | $521 | $11,961-95.6% | $10,693-95.1% | $14,365-96.4% |