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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 | $73,337 | $110,093-33.4% | $97,295-24.6% | $145,897-49.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.37% | 244.76%-231.4pp | 75.62%-62.2pp | 552.29%-538.9pp |
| Employer contribution / active EE | $1,840 | $3,077-40.2% | $2,723-32.4% | $4,663-60.5% |
| Participant deferral / active EE | $9,295 | $4,678+98.7% | $4,264+118.0% | $6,689+39.0% |
| Admin fee / account holder | $1,037 | $6,212-83.3% | $5,646-81.6% | $13,390-92.3% |