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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 | $121,423 | $115,814+4.8% | $101,275+19.9% | $158,982-23.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.01% | 56.16%-42.1pp | 46.48%-32.5pp | 302.99%-289.0pp |
| Employer contribution / active EE | $10,685 | $4,176+155.9% | $3,660+191.9% | $4,763+124.3% |
| Participant deferral / active EE | $11,244 | $4,958+126.8% | $4,371+157.3% | $5,983+87.9% |
| Admin fee / account holder | $12,989 | $7,249+79.2% | $5,948+118.4% | $11,252+15.4% |