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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 | $94,751 | $209,422-54.8% | $178,503-46.9% | $158,982-40.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.45% | 188.81%-170.4pp | 151.12%-132.7pp | 302.99%-284.5pp |
| Employer contribution / active EE | $12,000 | $5,707+110.3% | $5,011+139.5% | $4,763+152.0% |
| Participant deferral / active EE | $8,778 | $5,955+47.4% | $5,202+68.7% | $5,983+46.7% |
| Admin fee / account holder | $9,903 | $17,079-42.0% | $13,987-29.2% | $11,252-12.0% |