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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 | $68,356 | $72,071-5.2% | $68,3680% | $137,256-50.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.11% | 353.14%-336.0pp | 292.57%-275.5pp | 220.34%-203.2pp |
| Employer contribution / active EE | $7,276 | $2,788+161.0% | $2,649+174.7% | $4,156+75.1% |
| Participant deferral / active EE | $4,105 | $4,410-6.9% | $4,123-0.4% | $6,407-35.9% |
| Admin fee / account holder | $719 | $5,336-86.5% | $5,150-86.0% | $12,270-94.1% |