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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 | $41,192 | $141,001-70.8% | $112,228-63.3% | $139,487-70.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 32.75%-32.8pp | 30.23%-30.2pp | 373.84%-373.8pp |
| Employer contribution / active EE | $10,990 | $4,285+156.5% | $3,432+220.3% | $4,755+131.1% |
| Participant deferral / active EE | $28,500 | $5,877+384.9% | $4,800+493.7% | $6,713+324.6% |
| Admin fee / account holder | $323 | $9,959-96.8% | $7,752-95.8% | $11,407-97.2% |