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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 | $39,838 | $173,526-77.0% | $136,072-70.7% | $145,884-72.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 11.01% | 1167.12%-1156.1pp | 580.46%-569.4pp | 551.85%-540.8pp |
| Employer contribution / active EE | $5,251 | $5,285-0.6% | $4,216+24.6% | $4,662+12.6% |
| Participant deferral / active EE | $4,699 | $8,711-46.1% | $7,028-33.1% | $6,690-29.8% |
| Admin fee / account holder | $10,466 | $9,665+8.3% | $6,718+55.8% | $13,392-21.9% |