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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 | $128,604 | $103,038+24.8% | $90,324+42.4% | $152,909-15.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.07% | 95.25%-79.2pp | 78.15%-62.1pp | 345.46%-329.4pp |
| Employer contribution / active EE | $5,923 | $3,141+88.6% | $2,856+107.4% | $4,764+24.3% |
| Participant deferral / active EE | $19,000 | $4,282+343.7% | $3,885+389.0% | $5,851+224.7% |
| Admin fee / account holder | $582 | $6,177-90.6% | $5,356-89.1% | $11,601-95.0% |