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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 | $88,629 | $180,749-51.0% | $160,784-44.9% | $137,256-35.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 11.38% | 2234.46%-2223.1pp | 1803.92%-1792.5pp | 220.34%-209.0pp |
| Employer contribution / active EE | $8,000 | $4,155+92.5% | $3,733+114.3% | $4,156+92.5% |
| Participant deferral / active EE | $9,075 | $6,844+32.6% | $6,293+44.2% | $6,407+41.6% |
| Admin fee / account holder | $339 | $10,397-96.7% | $9,717-96.5% | $12,270-97.2% |