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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 | $95,656 | $115,814-17.4% | $101,275-5.5% | $158,982-39.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.88% | 56.16%-45.3pp | 46.48%-35.6pp | 302.99%-292.1pp |
| Employer contribution / active EE | $13,311 | $4,176+218.8% | $3,660+263.7% | $4,763+179.5% |
| Participant deferral / active EE | $9,117 | $4,958+83.9% | $4,371+108.6% | $5,983+52.4% |
| Admin fee / account holder | $3,941 | $7,249-45.6% | $5,948-33.7% | $11,252-65.0% |