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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 | $80,238 | $102,595-21.8% | $94,057-14.7% | $154,746-48.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 23.55% | 583.42%-559.9pp | 480.62%-457.1pp | 172.34%-148.8pp |
| Employer contribution / active EE | $3,031 | $3,147-3.7% | $2,933+3.3% | $4,379-30.8% |
| Participant deferral / active EE | $5,079 | $5,118-0.8% | $4,709+7.9% | $6,730-24.5% |
| Admin fee / account holder | $12,353 | $7,736+59.7% | $7,244+70.5% | $14,365-14.0% |