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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 | $136,476 | $88,778+53.7% | $81,844+66.8% | $145,884-6.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.26% | 1033.03%-1017.8pp | 778.87%-763.6pp | 551.85%-536.6pp |
| Employer contribution / active EE | $2,169 | $3,087-29.7% | $2,916-25.6% | $4,662-53.5% |
| Participant deferral / active EE | $4,912 | $4,648+5.7% | $4,323+13.6% | $6,690-26.6% |
| Admin fee / account holder | $2,223 | $8,430-73.6% | $7,355-69.8% | $13,392-83.4% |