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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 | $102,799 | $100,203+2.6% | $85,240+20.6% | $145,897-29.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.79% | 84.28%-67.5pp | 66.75%-50.0pp | 552.29%-535.5pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,311 | $5,299+56.9% | $4,527+83.6% | $6,689+24.2% |
| Admin fee / account holder | $1,069 | $7,265-85.3% | $6,165-82.7% | $13,390-92.0% |