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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 | $76,494 | $99,921-23.4% | $85,009-10.0% | $145,959-47.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.66% | 83.89%-69.2pp | 66.47%-51.8pp | 561.95%-547.3pp |
| Employer contribution / active EE | $8,430 | $3,233+160.8% | $2,728+209.0% | $4,661+80.9% |
| Participant deferral / active EE | $9,642 | $5,293+82.2% | $4,522+113.2% | $6,689+44.2% |
| Admin fee / account holder | $621 | $7,252-91.4% | $6,153-89.9% | $13,398-95.4% |