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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 | $81,288 | $88,702-8.4% | $81,780-0.6% | $145,978-44.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.47% | 1029.12%-1016.6pp | 776.27%-763.8pp | 550.52%-538.0pp |
| Employer contribution / active EE | $11,639 | $3,084+277.4% | $2,914+299.4% | $4,662+149.7% |
| Participant deferral / active EE | $10,109 | $4,645+117.6% | $4,321+134.0% | $6,690+51.1% |
| Admin fee / account holder | $118,350 | $8,414+1306.5% | $7,384+1502.8% | $13,400+783.2% |