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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 | $83,305 | $289,211-71.2% | $260,467-68.0% | $198,609-58.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 9.98% | 112.90%-102.9pp | 100.60%-90.6pp | 202.70%-192.7pp |
| Employer contribution / active EE | $7,210 | $4,663+54.6% | $4,239+70.1% | $5,055+42.6% |
| Participant deferral / active EE | $2,200 | $6,812-67.7% | $6,319-65.2% | $6,977-68.5% |
| Admin fee / account holder | $5,521 | $16,236-66.0% | $15,461-64.3% | $19,030-71.0% |