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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 | $86,737 | $107,944-19.6% | $91,994-5.7% | $152,885-43.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.22% | 89.26%-71.0pp | 69.03%-50.8pp | 345.39%-327.2pp |
| Employer contribution / active EE | $12,268 | $4,210+191.4% | $3,452+255.4% | $4,763+157.6% |
| Participant deferral / active EE | $10,368 | $6,365+62.9% | $5,923+75.0% | $5,851+77.2% |
| Admin fee / account holder | $33,210 | $10,521+215.7% | $7,743+328.9% | $11,598+186.3% |