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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 | $105,203 | $115,814-9.2% | $101,275+3.9% | $158,982-33.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.78% | 56.16%-39.4pp | 46.48%-29.7pp | 302.99%-286.2pp |
| Employer contribution / active EE | $6,237 | $4,176+49.4% | $3,660+70.4% | $4,763+31.0% |
| Participant deferral / active EE | $4,113 | $4,958-17.0% | $4,371-5.9% | $5,983-31.3% |
| Admin fee / account holder | $2,701 | $7,249-62.7% | $5,948-54.6% | $11,252-76.0% |