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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 | $76,461 | $100,073-23.6% | $85,126-10.2% | $145,877-47.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.72% | 84.11%-74.4pp | 66.63%-56.9pp | 551.28%-541.6pp |
| Employer contribution / active EE | $7,873 | $3,236+143.3% | $2,731+188.2% | $4,663+68.8% |
| Participant deferral / active EE | $11,500 | $5,294+117.2% | $4,523+154.2% | $6,691+71.9% |
| Admin fee / account holder | $607 | $7,261-91.6% | $6,160-90.2% | $13,402-95.5% |