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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 | $132,899 | $149,040-10.8% | $120,225+10.5% | $137,256-3.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 16.52% | 605.68%-589.2pp | 439.23%-422.7pp | 220.34%-203.8pp |
| Employer contribution / active EE | $423 | $4,350-90.3% | $3,475-87.8% | $4,156-89.8% |
| Participant deferral / active EE | $13,150 | $4,655+182.5% | $3,999+228.9% | $6,407+105.3% |
| Admin fee / account holder | $2,181 | $6,348-65.6% | $5,696-61.7% | $12,270-82.2% |