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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 | $61,977 | $134,001-53.7% | $112,258-44.8% | $134,509-53.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 26.41% | 47.15%-20.7pp | 27.47%-1.1pp | 418.13%-391.7pp |
| Employer contribution / active EE | $3,716 | $4,039-8.0% | $3,636+2.2% | $4,741-21.6% |
| Participant deferral / active EE | $10,491 | $5,291+98.3% | $4,728+121.9% | $6,400+63.9% |
| Admin fee / account holder | $54,385 | $7,491+626.0% | $6,411+748.3% | $11,427+375.9% |