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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 | $80,442 | $102,393-21.4% | $147,041-45.3% | $80,911-0.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 16.76% | 134.95%-118.2pp | 419.21%-402.5pp | 35.63%-18.9pp |
| Employer contribution / active EE | $6,440 | $3,715+73.3% | $4,935+30.5% | $2,756+133.7% |
| Participant deferral / active EE | $6,923 | $6,647+4.2% | $8,071-14.2% | $4,297+61.1% |
| Admin fee / account holder | $5,587 | $7,943-29.7% | $13,006-57.0% | $6,935-19.4% |