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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 | $78,223 | $111,878-30.1% | $93,727-16.5% | $145,897-46.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.37% | 204.28%-192.9pp | 133.83%-122.5pp | 552.29%-540.9pp |
| Employer contribution / active EE | $6,138 | $3,092+98.5% | $2,421+153.5% | $4,663+31.6% |
| Participant deferral / active EE | $10,355 | $4,920+110.5% | $4,417+134.4% | $6,689+54.8% |
| Admin fee / account holder | $311 | $10,256-97.0% | $8,292-96.2% | $13,390-97.7% |