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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 | $119,891 | $169,361-29.2% | $129,397-7.3% | $145,877-17.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 22.50% | 14395.54%-14373.0pp | 9453.98%-9431.5pp | 551.28%-528.8pp |
| Employer contribution / active EE | $1,585 | $5,542-71.4% | $4,154-61.8% | $4,663-66.0% |
| Participant deferral / active EE | $4,514 | $4,987-9.5% | $4,167+8.3% | $6,691-32.5% |
| Admin fee / account holder | $4,750 | $9,903-52.0% | $7,679-38.1% | $13,402-64.6% |