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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 | $106,587 | $114,093-6.6% | $96,171+10.8% | $167,536-36.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 22.00% | 190.00%-168.0pp | 192.04%-170.0pp | 478.82%-456.8pp |
| Employer contribution / active EE | $2,581 | $3,429-24.7% | $2,799-7.8% | $4,839-46.7% |
| Participant deferral / active EE | $11,194 | $5,197+115.4% | $4,350+157.3% | $6,342+76.5% |
| Admin fee / account holder | $1,244 | $6,899-82.0% | $5,538-77.5% | $12,315-89.9% |