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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 | $87,099 | $175,212-50.3% | $149,682-41.8% | $139,427-37.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.79% | 166.63%-149.8pp | 134.35%-117.6pp | 373.27%-356.5pp |
| Employer contribution / active EE | $9,503 | $5,475+73.6% | $4,818+97.2% | $4,752+100.0% |
| Participant deferral / active EE | $5,500 | $6,520-15.6% | $5,681-3.2% | $6,711-18.0% |
| Admin fee / account holder | $5,981 | $16,150-63.0% | $13,210-54.7% | $11,404-47.6% |