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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 | $100,565 | $149,040-32.5% | $120,225-16.4% | $137,256-26.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.00% | 605.68%-587.7pp | 439.23%-421.2pp | 220.34%-202.3pp |
| Employer contribution / active EE | $5,877 | $4,350+35.1% | $3,475+69.1% | $4,156+41.4% |
| Participant deferral / active EE | $11,764 | $4,655+152.7% | $3,999+194.2% | $6,407+83.6% |
| Admin fee / account holder | $585 | $6,348-90.8% | $5,696-89.7% | $12,270-95.2% |