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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 | $74,355 | $108,897-31.7% | $100,378-25.9% | $145,877-49.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.31% | 58.17%-45.9pp | 49.41%-37.1pp | 551.28%-539.0pp |
| Employer contribution / active EE | $5,345 | $4,420+20.9% | $3,942+35.6% | $4,663+14.6% |
| Participant deferral / active EE | $11,963 | $8,455+41.5% | $8,087+47.9% | $6,691+78.8% |
| Admin fee / account holder | $19,165 | $9,690+97.8% | $7,899+142.6% | $13,402+43.0% |