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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 | $62,831 | $90,691-30.7% | $76,119-17.5% | $145,884-56.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 16.57% | 624.52%-607.9pp | 361.25%-344.7pp | 551.85%-535.3pp |
| Employer contribution / active EE | $2,275 | $3,329-31.7% | $2,693-15.5% | $4,662-51.2% |
| Participant deferral / active EE | $7,977 | $5,167+54.4% | $4,259+87.3% | $6,690+19.2% |
| Admin fee / account holder | $4,450 | $8,383-46.9% | $6,421-30.7% | $13,392-66.8% |