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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 | $131,790 | $102,595+28.5% | $94,057+40.1% | $154,746-14.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.75% | 583.42%-567.7pp | 480.62%-464.9pp | 172.34%-156.6pp |
| Employer contribution / active EE | $4,000 | $3,147+27.1% | $2,933+36.4% | $4,379-8.7% |
| Participant deferral / active EE | $26,000 | $5,118+408.0% | $4,709+452.1% | $6,730+286.3% |
| Admin fee / account holder | $1,730 | $7,736-77.6% | $7,244-76.1% | $14,365-88.0% |