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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 | $37,536 | $209,422-82.1% | $178,503-79.0% | $158,982-76.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 13.52% | 188.81%-175.3pp | 151.12%-137.6pp | 302.99%-289.5pp |
| Employer contribution / active EE | $7,123 | $5,707+24.8% | $5,011+42.1% | $4,763+49.5% |
| Participant deferral / active EE | $5,212 | $5,955-12.5% | $5,202+0.2% | $5,983-12.9% |
| Admin fee / account holder | $4,352 | $17,079-74.5% | $13,987-68.9% | $11,252-61.3% |