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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 | $44,222 | $162,529-72.8% | $130,788-66.2% | $154,746-71.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 10.64% | 510.48%-499.8pp | 386.44%-375.8pp | 172.34%-161.7pp |
| Employer contribution / active EE | $20,577 | $4,447+362.7% | $3,558+478.3% | $4,379+369.9% |
| Participant deferral / active EE | $10,984 | $4,808+128.4% | $4,137+165.5% | $6,730+63.2% |
| Admin fee / account holder | $32,916 | $7,669+329.2% | $6,673+393.3% | $14,365+129.1% |