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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 | $52,010 | $175,257-70.3% | $149,717-65.3% | $139,456-62.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.60% | 166.70%-145.1pp | 134.41%-112.8pp | 373.45%-351.8pp |
| Employer contribution / active EE | $1,983 | $5,477-63.8% | $4,820-58.9% | $4,753-58.3% |
| Participant deferral / active EE | $8,986 | $6,521+37.8% | $5,682+58.1% | $6,711+33.9% |
| Admin fee / account holder | $2,607 | $16,156-83.9% | $13,213-80.3% | $11,407-77.1% |