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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 | $117,210 | $180,749-35.2% | $160,784-27.1% | $137,256-14.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.56% | 2234.46%-2218.9pp | 1803.92%-1788.4pp | 220.34%-204.8pp |
| Employer contribution / active EE | $669 | $4,155-83.9% | $3,733-82.1% | $4,156-83.9% |
| Participant deferral / active EE | $17,442 | $6,844+154.8% | $6,293+177.2% | $6,407+172.2% |
| Admin fee / account holder | $919 | $10,397-91.2% | $9,717-90.5% | $12,270-92.5% |