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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 | $103,950 | $144,130-27.9% | $117,860-11.8% | $147,585-29.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 8.70% | 531.20%-522.5pp | 335.10%-326.4pp | 578.58%-569.9pp |
| Employer contribution / active EE | $4,517 | $4,897-7.8% | $3,786+19.3% | $4,876-7.4% |
| Participant deferral / active EE | $23,248 | $5,316+337.3% | $4,482+418.7% | $5,439+327.4% |
| Admin fee / account holder | $750 | $10,887-93.1% | $8,021-90.7% | $10,886-93.1% |