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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 | $109,663 | $185,225-40.8% | $142,898-23.3% | $167,536-34.5% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.95% | 8558.12%-8546.2pp | 5639.64%-5627.7pp | 478.82%-466.9pp |
| Employer contribution / active EE | $4,840 | $5,607-13.7% | $4,146+16.7% | $4,8390% |
| Participant deferral / active EE | $12,099 | $4,496+169.1% | $3,838+215.2% | $6,342+90.8% |
| Admin fee / account holder | $8,144 | $8,032+1.4% | $6,560+24.1% | $12,315-33.9% |