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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 | $97,531 | $107,368-9.2% | $92,915+5.0% | $152,909-36.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.74% | 145.64%-124.9pp | 109.45%-88.7pp | 345.46%-324.7pp |
| Employer contribution / active EE | $9,588 | $4,222+127.1% | $3,653+162.4% | $4,764+101.3% |
| Participant deferral / active EE | $2,149 | $4,848-55.7% | $4,238-49.3% | $5,851-63.3% |
| Admin fee / account holder | $6,271 | $7,082-11.5% | $5,796+8.2% | $11,601-45.9% |