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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 | $53,906 | $100,938-46.6% | $90,461-40.4% | $158,982-66.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.74% | 1727.20%-1703.5pp | 1294.76%-1271.0pp | 302.99%-279.2pp |
| Employer contribution / active EE | $3,780 | $3,691+2.4% | $3,264+15.8% | $4,763-20.6% |
| Participant deferral / active EE | $10,924 | $4,350+151.1% | $3,964+175.6% | $5,983+82.6% |
| Admin fee / account holder | $516 | $6,510-92.1% | $5,617-90.8% | $11,252-95.4% |