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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 | $132,997 | $106,923+24.4% | $84,023+58.3% | $152,909-13.0% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 16.59% | 105.02%-88.4pp | 71.32%-54.7pp | 345.46%-328.9pp |
| Employer contribution / active EE | $8,511 | $2,735+211.1% | $1,984+329.0% | $4,764+78.7% |
| Participant deferral / active EE | $6,787 | $4,013+69.1% | $3,239+109.5% | $5,851+16.0% |
| Admin fee / account holder | $4,480 | $8,289-46.0% | $6,102-26.6% | $11,601-61.4% |