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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 | $82,831 | $88,702-6.6% | $81,780+1.3% | $145,978-43.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 18.58% | 1029.12%-1010.5pp | 776.27%-757.7pp | 550.52%-531.9pp |
| Employer contribution / active EE | $12,168 | $3,084+294.5% | $2,914+317.6% | $4,662+161.0% |
| Participant deferral / active EE | $22,002 | $4,645+373.6% | $4,321+409.2% | $6,690+228.9% |
| Admin fee / account holder | $2,739 | $8,414-67.5% | $7,384-62.9% | $13,400-79.6% |