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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 | $63,265 | $115,814-45.4% | $101,275-37.5% | $158,982-60.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.27% | 56.16%-35.9pp | 46.48%-26.2pp | 302.99%-282.7pp |
| Employer contribution / active EE | $10,429 | $4,176+149.8% | $3,660+185.0% | $4,763+119.0% |
| Participant deferral / active EE | $6,736 | $4,958+35.9% | $4,371+54.1% | $5,983+12.6% |
| Admin fee / account holder | $829 | $7,249-88.6% | $5,948-86.1% | $11,252-92.6% |