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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 | $111,199 | $103,000+8.0% | $90,300+23.1% | $152,885-27.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 22.92% | 95.19%-72.3pp | 78.11%-55.2pp | 345.39%-322.5pp |
| Employer contribution / active EE | $2,075 | $3,138-33.9% | $2,854-27.3% | $4,763-56.4% |
| Participant deferral / active EE | $764 | $4,281-82.2% | $3,884-80.3% | $5,851-86.9% |
| Admin fee / account holder | $3,213 | $6,173-48.0% | $5,353-40.0% | $11,598-72.3% |