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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 | $50,119 | $90,397-44.6% | $76,002-34.1% | $145,959-65.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 12.58% | 621.97%-609.4pp | 360.07%-347.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $8,678 | $3,317+161.6% | $2,688+222.8% | $4,661+86.2% |
| Participant deferral / active EE | $26,505 | $5,163+413.3% | $4,257+522.7% | $6,689+296.3% |
| Admin fee / account holder | $132,235 | $8,369+1480.0% | $6,414+1961.8% | $13,398+887.0% |