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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 | $96,910 | $169,336-42.8% | $129,384-25.1% | $145,884-33.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.10% | 14408.70%-14399.6pp | 9461.77%-9452.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $1,870 | $5,540-66.2% | $4,153-55.0% | $4,662-59.9% |
| Participant deferral / active EE | $6,947 | $4,985+39.3% | $4,166+66.8% | $6,690+3.8% |
| Admin fee / account holder | $1,036 | $9,912-89.6% | $7,686-86.5% | $13,392-92.3% |