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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 | $58,281 | $109,411-46.7% | $89,435-34.8% | $158,982-63.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.44% | 345.68%-329.2pp | 245.55%-229.1pp | 302.99%-286.6pp |
| Employer contribution / active EE | $3,438 | $3,173+8.4% | $2,587+32.9% | $4,763-27.8% |
| Participant deferral / active EE | $7,924 | $4,600+72.3% | $3,890+103.7% | $5,983+32.4% |
| Admin fee / account holder | $595 | $6,159-90.3% | $4,884-87.8% | $11,252-94.7% |