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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 | $59,937 | $72,071-16.8% | $68,368-12.3% | $137,256-56.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 57.12% | 353.14%-296.0pp | 292.57%-235.5pp | 220.34%-163.2pp |
| Employer contribution / active EE | $486 | $2,788-82.6% | $2,649-81.7% | $4,156-88.3% |
| Participant deferral / active EE | $4,742 | $4,410+7.5% | $4,123+15.0% | $6,407-26.0% |
| Admin fee / account holder | $478 | $5,336-91.0% | $5,150-90.7% | $12,270-96.1% |