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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 | $105,873 | $106,923-1.0% | $84,023+26.0% | $152,909-30.8% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 22.12% | 105.02%-82.9pp | 71.32%-49.2pp | 345.46%-323.3pp |
| Employer contribution / active EE | $11,392 | $2,735+316.5% | $1,984+474.2% | $4,764+139.1% |
| Participant deferral / active EE | $11,684 | $4,013+191.2% | $3,239+260.7% | $5,851+99.7% |
| Admin fee / account holder | $9,061 | $8,289+9.3% | $6,102+48.5% | $11,601-21.9% |