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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 | $61,826 | $109,372-43.5% | $89,414-30.9% | $158,966-61.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 22.68% | 345.55%-322.9pp | 245.50%-222.8pp | 302.95%-280.3pp |
| Employer contribution / active EE | $10,917 | $3,171+244.2% | $2,586+322.1% | $4,762+129.2% |
| Participant deferral / active EE | $10,750 | $4,598+133.8% | $3,890+176.4% | $5,983+79.7% |
| Admin fee / account holder | $740 | $6,156-88.0% | $4,883-84.8% | $11,250-93.4% |