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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 | $93,443 | $90,614+3.1% | $76,089+22.8% | $145,877-35.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 19.19% | 623.80%-604.6pp | 360.94%-341.8pp | 551.28%-532.1pp |
| Employer contribution / active EE | $5,246 | $3,324+57.8% | $2,690+95.0% | $4,663+12.5% |
| Participant deferral / active EE | $7,576 | $5,168+46.6% | $4,259+77.9% | $6,691+13.2% |
| Admin fee / account holder | $4,044 | $8,376-51.7% | $6,418-37.0% | $13,402-69.8% |