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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 | $110,683 | $93,346+18.6% | $71,796+54.2% | $273,972-59.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.55% | 130.39%-124.8pp | 78.04%-72.5pp | 41.46%-35.9pp |
| Employer contribution / active EE | $9,850 | $2,733+260.4% | $1,924+411.8% | $4,869+102.3% |
| Participant deferral / active EE | $10,401 | $3,475+199.3% | $2,794+272.2% | $5,287+96.7% |
| Admin fee / account holder | $423 | $6,571-93.6% | $4,815-91.2% | $10,133-95.8% |