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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 | $103,308 | $175,257-41.1% | $149,717-31.0% | $139,456-25.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.56% | 166.70%-154.1pp | 134.41%-121.9pp | 373.45%-360.9pp |
| Employer contribution / active EE | $1,834 | $5,477-66.5% | $4,820-62.0% | $4,753-61.4% |
| Participant deferral / active EE | $9,165 | $6,521+40.6% | $5,682+61.3% | $6,711+36.6% |
| Admin fee / account holder | $30,385 | $16,156+88.1% | $13,213+130.0% | $11,407+166.4% |