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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 | $74,090 | $102,663-27.8% | $86,216-14.1% | $139,466-46.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.97% | 1924.52%-1908.6pp | 1169.42%-1153.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $1,756 | $3,035-42.1% | $2,382-26.3% | $4,754-63.1% |
| Participant deferral / active EE | $6,819 | $4,677+45.8% | $3,986+71.1% | $6,712+1.6% |
| Admin fee / account holder | $629 | $8,663-92.7% | $6,853-90.8% | $11,409-94.5% |