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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 | $145,057 | $209,422-30.7% | $178,503-18.7% | $158,982-8.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.39% | 188.81%-174.4pp | 151.12%-136.7pp | 302.99%-288.6pp |
| Employer contribution / active EE | $1,797 | $5,707-68.5% | $5,011-64.1% | $4,763-62.3% |
| Participant deferral / active EE | $4,403 | $5,955-26.1% | $5,202-15.4% | $5,983-26.4% |
| Admin fee / account holder | $5,785 | $17,079-66.1% | $13,987-58.6% | $11,252-48.6% |