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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 | $78,590 | $176,077-55.4% | $159,455-50.7% | $167,518-53.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.44% | 331.83%-317.4pp | 263.63%-249.2pp | 478.71%-464.3pp |
| Employer contribution / active EE | $11,456 | $5,298+116.2% | $4,830+137.2% | $4,838+136.8% |
| Participant deferral / active EE | $4,707 | $7,751-39.3% | $7,353-36.0% | $6,342-25.8% |
| Admin fee / account holder | $4,530 | $12,556-63.9% | $10,800-58.1% | $12,312-63.2% |