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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 | $38,659 | $109,904-64.8% | $97,167-60.2% | $145,959-73.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 22.47% | 243.43%-221.0pp | 75.27%-52.8pp | 561.95%-539.5pp |
| Employer contribution / active EE | $6,901 | $3,084+123.7% | $2,729+152.9% | $4,661+48.1% |
| Participant deferral / active EE | $12,737 | $4,676+172.4% | $4,264+198.7% | $6,689+90.4% |
| Admin fee / account holder | $409 | $6,216-93.4% | $5,650-92.8% | $13,398-96.9% |