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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 | $110,155 | $102,382+7.6% | $147,005-25.1% | $80,874+36.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 14.88% | 134.89%-120.0pp | 418.76%-403.9pp | 35.62%-20.7pp |
| Employer contribution / active EE | $8,641 | $3,715+132.6% | $4,934+75.1% | $2,756+213.6% |
| Participant deferral / active EE | $8,535 | $6,646+28.4% | $8,070+5.8% | $4,297+98.6% |
| Admin fee / account holder | $1,287 | $7,942-83.8% | $13,006-90.1% | $6,935-81.4% |