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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 | $83,564 | $104,937-20.4% | $84,628-1.3% | $152,897-45.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 24.15% | 373.88%-349.7pp | 258.80%-234.7pp | 345.43%-321.3pp |
| Employer contribution / active EE | $4,827 | $3,303+46.1% | $2,653+81.9% | $4,764+1.3% |
| Participant deferral / active EE | $9,925 | $4,690+111.6% | $3,900+154.5% | $5,851+69.6% |
| Admin fee / account holder | $12,303 | $6,243+97.1% | $4,914+150.4% | $11,599+6.1% |