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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 | $101,711 | $102,429-0.7% | $147,096-30.9% | $80,925+25.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.26% | 135.02%-118.8pp | 419.75%-403.5pp | 35.65%-19.4pp |
| Employer contribution / active EE | $5,110 | $3,716+37.5% | $4,936+3.5% | $2,756+85.4% |
| Participant deferral / active EE | $15,544 | $6,649+133.8% | $8,071+92.6% | $4,299+261.6% |
| Admin fee / account holder | $18,387 | $7,957+131.1% | $13,005+41.4% | $6,940+164.9% |