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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 | $99,486 | $184,000-45.9% | $162,185-38.7% | $152,909-34.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.31% | 150.80%-132.5pp | 115.61%-97.3pp | 345.46%-327.2pp |
| Employer contribution / active EE | $1,886 | $6,370-70.4% | $5,613-66.4% | $4,764-60.4% |
| Participant deferral / active EE | $16,437 | $8,033+104.6% | $7,297+125.3% | $5,851+180.9% |
| Admin fee / account holder | $47,481 | $13,124+261.8% | $10,844+337.9% | $11,601+309.3% |