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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 | $47,061 | $111,535-57.8% | $105,223-55.3% | $137,256-65.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.84% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $6,232 | $3,939+58.2% | $3,689+68.9% | $4,156+49.9% |
| Participant deferral / active EE | $10,205 | $5,500+85.6% | $5,072+101.2% | $6,407+59.3% |
| Admin fee / account holder | $1,077 | $9,721-88.9% | $8,859-87.8% | $12,270-91.2% |