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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 | $79,177 | $144,130-45.1% | $117,861-32.8% | $147,586-46.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.19% | 531.20%-516.0pp | 335.11%-319.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $3,354 | $4,897-31.5% | $3,786-11.4% | $4,876-31.2% |
| Participant deferral / active EE | $8,721 | $5,316+64.0% | $4,482+94.6% | $5,439+60.3% |
| Admin fee / account holder | $50,067 | $10,887+359.9% | $8,021+524.2% | $10,886+359.9% |