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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 | $99,712 | $114,130-12.6% | $96,192+3.7% | $167,553-40.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 11.50% | 190.07%-178.6pp | 192.09%-180.6pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,291 | $5,198+21.0% | $4,351+44.6% | $6,343-0.8% |
| Admin fee / account holder | $452 | $6,901-93.5% | $5,539-91.8% | $12,316-96.3% |