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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 | $81,396 | $72,426+12.4% | $67,560+20.5% | $145,897-44.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 11.93% | 7226.78%-7214.9pp | 3533.50%-3521.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $1,726 | $3,074-43.9% | $2,737-36.9% | $4,663-63.0% |
| Participant deferral / active EE | $7,286 | $4,785+52.3% | $4,004+82.0% | $6,689+8.9% |
| Admin fee / account holder | $7,159 | $5,514+29.8% | $3,994+79.2% | $13,390-46.5% |