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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 | $130,794 | $171,492-23.7% | $150,734-13.2% | $198,609-34.1% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 12.13% | 804.70%-792.6pp | 600.81%-588.7pp | 202.70%-190.6pp |
| Employer contribution / active EE | $2,563 | $5,470-53.2% | $4,918-47.9% | $5,055-49.3% |
| Participant deferral / active EE | $5,430 | $6,259-13.2% | $5,610-3.2% | $6,977-22.2% |
| Admin fee / account holder | $13,494 | $17,628-23.5% | $14,905-9.5% | $19,030-29.1% |