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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 | $91,689 | $176,077-47.9% | $159,455-42.5% | $167,518-45.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.84% | 331.83%-317.0pp | 263.63%-248.8pp | 478.71%-463.9pp |
| Employer contribution / active EE | $2,324 | $5,298-56.1% | $4,830-51.9% | $4,838-52.0% |
| Participant deferral / active EE | $11,338 | $7,751+46.3% | $7,353+54.2% | $6,342+78.8% |
| Admin fee / account holder | $8,297 | $12,556-33.9% | $10,800-23.2% | $12,312-32.6% |