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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 | $235,787 | $102,696+129.6% | $86,235+173.4% | $139,487+69.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.44% | 1925.91%-1910.5pp | 1170.03%-1154.6pp | 373.84%-358.4pp |
| Employer contribution / active EE | $532 | $3,034-82.5% | $2,381-77.7% | $4,755-88.8% |
| Participant deferral / active EE | $3,040 | $4,679-35.0% | $3,987-23.8% | $6,713-54.7% |
| Admin fee / account holder | $9,647 | $8,667+11.3% | $6,856+40.7% | $11,407-15.4% |