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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 | $131,432 | $100,895+30.3% | $90,430+45.3% | $158,950-17.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 9.81% | 1725.54%-1715.7pp | 1293.73%-1283.9pp | 302.91%-293.1pp |
| Employer contribution / active EE | $1,923 | $3,689-47.9% | $3,262-41.0% | $4,762-59.6% |
| Participant deferral / active EE | $3,338 | $4,347-23.2% | $3,963-15.8% | $5,983-44.2% |
| Admin fee / account holder | $99,958 | $6,505+1436.6% | $5,613+1680.7% | $11,248+788.6% |