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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 | $115,831 | $180,749-35.9% | $160,784-28.0% | $137,256-15.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.21% | 2234.46%-2221.3pp | 1803.92%-1790.7pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,734 | $4,155-58.3% | $3,733-53.6% | $4,156-58.3% |
| Participant deferral / active EE | $7,598 | $6,844+11.0% | $6,293+20.7% | $6,407+18.6% |
| Admin fee / account holder | $1,321 | $10,397-87.3% | $9,717-86.4% | $12,270-89.2% |