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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 | $85,328 | $102,595-16.8% | $94,057-9.3% | $154,746-44.9% |
| Participation rate | 88.9% | 76.0%+12.9pp | 73.3%+15.5pp | 80.7%+8.2pp |
| Annual return | 16.36% | 583.42%-567.1pp | 480.62%-464.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $11,494 | $3,147+265.2% | $2,933+291.9% | $4,379+162.5% |
| Participant deferral / active EE | $10,703 | $5,118+109.1% | $4,709+127.3% | $6,730+59.0% |
| Admin fee / account holder | $505,300 | $7,736+6431.8% | $7,244+6875.0% | $14,365+3417.5% |