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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 | $114,480 | $171,492-33.2% | $150,734-24.1% | $198,609-42.4% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 19.05% | 804.70%-785.7pp | 600.81%-581.8pp | 202.70%-183.6pp |
| Employer contribution / active EE | $2,991 | $5,470-45.3% | $4,918-39.2% | $5,055-40.8% |
| Participant deferral / active EE | $7,795 | $6,259+24.5% | $5,610+38.9% | $6,977+11.7% |
| Admin fee / account holder | $1,909 | $17,628-89.2% | $14,905-87.2% | $19,030-90.0% |