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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 | $110,919 | $180,459-38.5% | $154,108-28.0% | $135,380-18.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 1.67% | 888.21%-886.5pp | 735.21%-733.5pp | 519.81%-518.1pp |
| Employer contribution / active EE | $1,822 | $6,035-69.8% | $5,298-65.6% | $4,779-61.9% |
| Participant deferral / active EE | $9,844 | $5,806+69.5% | $5,081+93.8% | $5,609+75.5% |
| Admin fee / account holder | $5,417 | $16,145-66.4% | $13,411-59.6% | $10,828-50.0% |