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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 | $41,094 | $165,381-75.2% | $149,730-72.6% | $158,966-74.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 34.17% | 348.29%-314.1pp | 276.70%-242.5pp | 302.95%-268.8pp |
| Employer contribution / active EE | $1,450 | $5,104-71.6% | $4,645-68.8% | $4,762-69.5% |
| Participant deferral / active EE | $4,548 | $7,182-36.7% | $6,843-33.5% | $5,983-24.0% |
| Admin fee / account holder | $517 | $10,809-95.2% | $9,310-94.5% | $11,250-95.4% |