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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 | $72,443 | $209,428-65.4% | $178,498-59.4% | $158,950-54.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 40.48% | 188.78%-148.3pp | 151.09%-110.6pp | 302.91%-262.4pp |
| Employer contribution / active EE | $2,358 | $5,707-58.7% | $5,011-52.9% | $4,762-50.5% |
| Participant deferral / active EE | $10,512 | $5,955+76.5% | $5,202+102.1% | $5,983+75.7% |
| Admin fee / account holder | $2,389 | $17,077-86.0% | $13,985-82.9% | $11,248-78.8% |