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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 | $81,334 | $100,895-19.4% | $90,430-10.1% | $158,950-48.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.26% | 1725.54%-1710.3pp | 1293.73%-1278.5pp | 302.91%-287.7pp |
| Employer contribution / active EE | $2,984 | $3,689-19.1% | $3,262-8.5% | $4,762-37.3% |
| Participant deferral / active EE | $8,562 | $4,347+96.9% | $3,963+116.1% | $5,983+43.1% |
| Admin fee / account holder | $3,661 | $6,505-43.7% | $5,613-34.8% | $11,248-67.4% |