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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 | $75,424 | $166,131-54.6% | $164,975-54.3% | $145,877-48.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.08% | 100.37%-87.3pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $9,398 | $5,276+78.1% | $4,343+116.4% | $4,663+101.5% |
| Participant deferral / active EE | $11,167 | $6,962+60.4% | $6,033+85.1% | $6,691+66.9% |
| Admin fee / account holder | $3,945 | $16,648-76.3% | $12,688-68.9% | $13,402-70.6% |