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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 | $92,083 | $125,237-26.5% | $105,608-12.8% | $145,877-36.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.82% | 225.76%-214.9pp | 116.50%-105.7pp | 551.28%-540.5pp |
| Employer contribution / active EE | $12,725 | $3,720+242.0% | $3,167+301.8% | $4,663+172.9% |
| Participant deferral / active EE | $5,649 | $5,711-1.1% | $5,010+12.8% | $6,691-15.6% |
| Admin fee / account holder | $1,222 | $17,287-92.9% | $11,028-88.9% | $13,402-90.9% |