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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 | $97,440 | $162,529-40.0% | $130,788-25.5% | $154,746-37.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 47.53% | 510.48%-462.9pp | 386.44%-338.9pp | 172.34%-124.8pp |
| Employer contribution / active EE | $4,651 | $4,447+4.6% | $3,558+30.7% | $4,379+6.2% |
| Participant deferral / active EE | $15,333 | $4,808+218.9% | $4,137+270.6% | $6,730+127.8% |
| Admin fee / account holder | $976 | $7,669-87.3% | $6,673-85.4% | $14,365-93.2% |