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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 | $41,099 | $109,967-62.6% | $97,197-57.7% | $145,877-71.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.64% | 244.27%-231.6pp | 75.47%-62.8pp | 551.28%-538.6pp |
| Employer contribution / active EE | $3,995 | $3,077+29.8% | $2,723+46.7% | $4,663-14.3% |
| Participant deferral / active EE | $9,534 | $4,676+103.9% | $4,263+123.6% | $6,691+42.5% |
| Admin fee / account holder | $1,322 | $6,199-78.7% | $5,637-76.6% | $13,402-90.1% |