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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 | $89,072 | $202,440-56.0% | $169,390-47.4% | $139,466-36.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 15.90% | 532.36%-516.5pp | 406.07%-390.2pp | 373.66%-357.8pp |
| Employer contribution / active EE | $10,807 | $4,693+130.3% | $4,013+169.3% | $4,754+127.3% |
| Participant deferral / active EE | $12,543 | $6,940+80.7% | $6,222+101.6% | $6,712+86.9% |
| Admin fee / account holder | $20,693 | $10,722+93.0% | $9,015+129.5% | $11,409+81.4% |