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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 | $60,921 | $144,130-57.7% | $117,860-48.3% | $147,585-58.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 18.01% | 531.20%-513.2pp | 335.10%-317.1pp | 578.58%-560.6pp |
| Employer contribution / active EE | $9,135 | $4,897+86.5% | $3,786+141.3% | $4,876+87.3% |
| Participant deferral / active EE | $10,868 | $5,316+104.4% | $4,482+142.5% | $5,439+99.8% |
| Admin fee / account holder | $11,468 | $10,887+5.3% | $8,021+43.0% | $10,886+5.3% |