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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 | $82,879 | $115,814-28.4% | $101,275-18.2% | $158,982-47.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.15% | 56.16%-40.0pp | 46.48%-30.3pp | 302.99%-286.8pp |
| Employer contribution / active EE | $10,246 | $4,176+145.4% | $3,660+179.9% | $4,763+115.1% |
| Participant deferral / active EE | $7,376 | $4,958+48.8% | $4,371+68.8% | $5,983+23.3% |
| Admin fee / account holder | $5,220 | $7,249-28.0% | $5,948-12.2% | $11,252-53.6% |