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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 | $31,758 | $108,897-70.8% | $100,378-68.4% | $145,877-78.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 33.26% | 58.17%-24.9pp | 49.41%-16.2pp | 551.28%-518.0pp |
| Employer contribution / active EE | $6,028 | $4,420+36.4% | $3,942+52.9% | $4,663+29.3% |
| Participant deferral / active EE | $12,947 | $8,455+53.1% | $8,087+60.1% | $6,691+93.5% |
| Admin fee / account holder | $2,193 | $9,690-77.4% | $7,899-72.2% | $13,402-83.6% |