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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 | $239,820 | $234,190+2.4% | $180,320+33.0% | $198,609+20.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 13.40% | 1057.44%-1044.0pp | 778.54%-765.1pp | 202.70%-189.3pp |
| Employer contribution / active EE | $1,633 | $5,258-68.9% | $4,108-60.3% | $5,055-67.7% |
| Participant deferral / active EE | $14,016 | $4,988+181.0% | $4,304+225.6% | $6,977+100.9% |
| Admin fee / account holder | $41,587 | $12,558+231.2% | $10,000+315.9% | $19,030+118.5% |