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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 | $86,954 | $154,754-43.8% | $124,206-30.0% | $138,895-37.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 26.08% | 709.28%-683.2pp | 515.27%-489.2pp | 145.39%-119.3pp |
| Employer contribution / active EE | $11,184 | $4,446+151.5% | $3,540+215.9% | $4,194+166.6% |
| Participant deferral / active EE | $6,439 | $4,621+39.3% | $3,968+62.3% | $6,396+0.7% |
| Admin fee / account holder | $3,424 | $6,690-48.8% | $5,929-42.3% | $12,562-72.7% |