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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 | $158,001 | $234,190-32.5% | $180,320-12.4% | $198,609-20.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 17.80% | 1057.44%-1039.6pp | 778.54%-760.7pp | 202.70%-184.9pp |
| Employer contribution / active EE | $2,338 | $5,258-55.5% | $4,108-43.1% | $5,055-53.8% |
| Participant deferral / active EE | $16,646 | $4,988+233.7% | $4,304+286.7% | $6,977+138.6% |
| Admin fee / account holder | $850 | $12,558-93.2% | $10,000-91.5% | $19,030-95.5% |