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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 | $62,621 | $162,529-61.5% | $130,788-52.1% | $154,746-59.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 18.18% | 510.48%-492.3pp | 386.44%-368.3pp | 172.34%-154.2pp |
| Employer contribution / active EE | $6,156 | $4,447+38.4% | $3,558+73.0% | $4,379+40.6% |
| Participant deferral / active EE | $5,482 | $4,808+14.0% | $4,137+32.5% | $6,730-18.5% |
| Admin fee / account holder | $1,957 | $7,669-74.5% | $6,673-70.7% | $14,365-86.4% |