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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 | $79,686 | $112,915-29.4% | $90,965-12.4% | $158,950-49.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.72% | 215.75%-207.0pp | 134.57%-125.8pp | 302.91%-294.2pp |
| Employer contribution / active EE | $11,309 | $2,894+290.8% | $2,122+432.9% | $4,762+137.5% |
| Participant deferral / active EE | $2,787 | $4,128-32.5% | $3,373-17.4% | $5,983-53.4% |
| Admin fee / account holder | $4,475 | $8,044-44.4% | $5,960-24.9% | $11,248-60.2% |