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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 | $128,255 | $175,259-26.8% | $149,723-14.3% | $139,487-8.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.50% | 166.82%-155.3pp | 134.50%-123.0pp | 373.84%-362.3pp |
| Employer contribution / active EE | $3,474 | $5,478-36.6% | $4,821-28.0% | $4,755-26.9% |
| Participant deferral / active EE | $10,170 | $6,522+55.9% | $5,682+79.0% | $6,713+51.5% |
| Admin fee / account holder | $85,444 | $16,158+428.8% | $13,215+546.6% | $11,407+649.0% |