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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 | $86,166 | $171,492-49.8% | $150,734-42.8% | $198,609-56.6% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 13.52% | 804.70%-791.2pp | 600.81%-587.3pp | 202.70%-189.2pp |
| Employer contribution / active EE | $8,371 | $5,470+53.0% | $4,918+70.2% | $5,055+65.6% |
| Participant deferral / active EE | $2,936 | $6,259-53.1% | $5,610-47.7% | $6,977-57.9% |
| Admin fee / account holder | $24,044 | $17,628+36.4% | $14,905+61.3% | $19,030+26.3% |