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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 | $65,592 | $121,656-46.1% | $104,614-37.3% | $158,950-58.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 44.37% | 465.51%-421.1pp | 340.56%-296.2pp | 302.91%-258.5pp |
| Employer contribution / active EE | $2,355 | $3,164-25.6% | $2,681-12.2% | $4,762-50.5% |
| Participant deferral / active EE | $8,332 | $4,177+99.5% | $3,739+122.8% | $5,983+39.3% |
| Admin fee / account holder | $845 | $7,775-89.1% | $6,464-86.9% | $11,248-92.5% |