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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 | $53,414 | $86,701-38.4% | $73,309-27.1% | $125,389-57.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 285.27% | 2.78%+282.5pp | 5.67%+279.6pp | 282.24%+3.0pp |
| Employer contribution / active EE | $11,400 | $4,152+174.5% | $3,237+252.2% | $4,866+134.3% |
| Participant deferral / active EE | $9,740 | $5,549+75.5% | $4,991+95.1% | $5,352+82.0% |
| Admin fee / account holder | $917 | $7,768-88.2% | $5,635-83.7% | $9,541-90.4% |