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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 | $101,080 | $180,749-44.1% | $160,784-37.1% | $137,256-26.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.28% | 2234.46%-2217.2pp | 1803.92%-1786.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $2,098 | $4,155-49.5% | $3,733-43.8% | $4,156-49.5% |
| Participant deferral / active EE | $8,129 | $6,844+18.8% | $6,293+29.2% | $6,407+26.9% |
| Admin fee / account holder | $717 | $10,397-93.1% | $9,717-92.6% | $12,270-94.2% |