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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 | $62,435 | $81,643-23.5% | $70,462-11.4% | $158,950-60.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.68% | 208.51%-191.8pp | 109.08%-92.4pp | 302.91%-286.2pp |
| Employer contribution / active EE | $7,933 | $3,218+146.5% | $2,737+189.8% | $4,762+66.6% |
| Participant deferral / active EE | $8,295 | $4,555+82.1% | $3,710+123.6% | $5,983+38.7% |
| Admin fee / account holder | $596 | $6,194-90.4% | $3,845-84.5% | $11,248-94.7% |