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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 | $98,003 | $144,130-32.0% | $117,860-16.8% | $147,585-33.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 9.91% | 531.20%-521.3pp | 335.10%-325.2pp | 578.58%-568.7pp |
| Employer contribution / active EE | $4,086 | $4,897-16.6% | $3,786+7.9% | $4,876-16.2% |
| Participant deferral / active EE | $9,412 | $5,316+77.0% | $4,482+110.0% | $5,439+73.1% |
| Admin fee / account holder | $26,247 | $10,887+141.1% | $8,021+227.2% | $10,886+141.1% |