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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 | $132,872 | $176,688-24.8% | $130,660+1.7% | $152,897-13.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 22.50% | 2693.08%-2670.6pp | 1709.29%-1686.8pp | 345.43%-322.9pp |
| Employer contribution / active EE | $4,895 | $5,743-14.8% | $4,092+19.6% | $4,764+2.8% |
| Participant deferral / active EE | $13,217 | $4,362+203.0% | $3,603+266.8% | $5,851+125.9% |
| Admin fee / account holder | $1,602 | $7,131-77.5% | $5,463-70.7% | $11,599-86.2% |