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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 | $68,722 | $209,422-67.2% | $178,503-61.5% | $158,982-56.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 17.35% | 188.81%-171.5pp | 151.12%-133.8pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,564 | $5,707-55.1% | $5,011-48.8% | $4,763-46.2% |
| Participant deferral / active EE | $6,141 | $5,955+3.1% | $5,202+18.0% | $5,983+2.6% |
| Admin fee / account holder | $17,724 | $17,079+3.8% | $13,987+26.7% | $11,252+57.5% |