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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 | $93,892 | $121,656-22.8% | $104,614-10.2% | $158,950-40.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 13.46% | 465.51%-452.0pp | 340.56%-327.1pp | 302.91%-289.4pp |
| Employer contribution / active EE | $2,010 | $3,164-36.5% | $2,681-25.1% | $4,762-57.8% |
| Participant deferral / active EE | $12,124 | $4,177+190.2% | $3,739+224.2% | $5,983+102.7% |
| Admin fee / account holder | $27,194 | $7,775+249.8% | $6,464+320.7% | $11,248+141.8% |