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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 | $112,658 | $150,446-25.1% | $136,297-17.3% | $147,585-23.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.27% | 1049.14%-1031.9pp | 5156.19%-5138.9pp | 578.58%-561.3pp |
| Employer contribution / active EE | $2,001 | $5,256-61.9% | $4,696-57.4% | $4,876-59.0% |
| Participant deferral / active EE | $4,828 | $6,631-27.2% | $6,247-22.7% | $5,439-11.2% |
| Admin fee / account holder | $1,474 | $10,906-86.5% | $9,244-84.1% | $10,886-86.5% |