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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 | $114,910 | $175,231-34.4% | $149,696-23.2% | $139,466-17.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.92% | 166.77%-150.9pp | 134.46%-118.5pp | 373.66%-357.7pp |
| Employer contribution / active EE | $6,131 | $5,478+11.9% | $4,821+27.2% | $4,754+29.0% |
| Participant deferral / active EE | $8,508 | $6,521+30.5% | $5,682+49.7% | $6,712+26.8% |
| Admin fee / account holder | $2,868 | $16,155-82.2% | $13,212-78.3% | $11,409-74.9% |