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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 | $101,221 | $103,038-1.8% | $90,324+12.1% | $152,909-33.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.27% | 95.25%-78.0pp | 78.15%-60.9pp | 345.46%-328.2pp |
| Employer contribution / active EE | $17,577 | $3,141+459.7% | $2,856+515.5% | $4,764+269.0% |
| Participant deferral / active EE | $10,286 | $4,282+140.2% | $3,885+164.7% | $5,851+75.8% |
| Admin fee / account holder | $1,129 | $6,177-81.7% | $5,356-78.9% | $11,601-90.3% |