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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 | $132,181 | $102,663+28.8% | $86,216+53.3% | $139,466-5.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 14.61% | 1924.52%-1909.9pp | 1169.42%-1154.8pp | 373.66%-359.1pp |
| Employer contribution / active EE | $6,967 | $3,035+129.6% | $2,382+192.5% | $4,754+46.6% |
| Participant deferral / active EE | $25,500 | $4,677+445.2% | $3,986+539.7% | $6,712+279.9% |
| Admin fee / account holder | $944 | $8,663-89.1% | $6,853-86.2% | $11,409-91.7% |