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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 | $130,802 | $169,161-22.7% | $129,295+1.2% | $145,959-10.4% |
| Participation rate | 71.4% | 76.5%-5.0pp | 69.6%+1.8pp | 80.3%-8.9pp |
| Annual return | 11.99% | 14348.07%-14336.1pp | 9429.28%-9417.3pp | 561.95%-550.0pp |
| Employer contribution / active EE | $23,015 | $5,543+315.2% | $4,157+453.6% | $4,661+393.8% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,374 | $9,878-86.1% | $7,665-82.1% | $13,398-89.7% |