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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 | $98,007 | $109,967-10.9% | $97,197+0.8% | $145,877-32.8% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 11.60% | 244.27%-232.7pp | 75.47%-63.9pp | 551.28%-539.7pp |
| Employer contribution / active EE | $37,302 | $3,077+1112.4% | $2,723+1270.0% | $4,663+700.0% |
| Participant deferral / active EE | $17,250 | $4,676+268.9% | $4,263+304.6% | $6,691+157.8% |
| Admin fee / account holder | $608 | $6,199-90.2% | $5,637-89.2% | $13,402-95.5% |