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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 | $67,918 | $72,071-5.8% | $68,368-0.7% | $137,256-50.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.50% | 353.14%-333.6pp | 292.57%-273.1pp | 220.34%-200.8pp |
| Employer contribution / active EE | $6,457 | $2,788+131.6% | $2,649+143.8% | $4,156+55.4% |
| Participant deferral / active EE | $14,627 | $4,410+231.7% | $4,123+254.8% | $6,407+128.3% |
| Admin fee / account holder | $61,054 | $5,336+1044.3% | $5,150+1085.6% | $12,270+397.6% |