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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 | $104,678 | $93,346+12.1% | $71,796+45.8% | $273,972-61.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.19% | 130.39%-123.2pp | 78.04%-70.8pp | 41.46%-34.3pp |
| Employer contribution / active EE | $10,966 | $2,733+301.2% | $1,924+469.8% | $4,869+125.2% |
| Participant deferral / active EE | $9,593 | $3,475+176.0% | $2,794+243.3% | $5,287+81.4% |
| Admin fee / account holder | $4,299 | $6,571-34.6% | $4,815-10.7% | $10,133-57.6% |