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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 | $117,221 | $105,200+11.4% | $159,474-26.5% | $85,847+36.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.47% | 45.08%-24.6pp | 263.68%-243.2pp | 318.61%-298.1pp |
| Employer contribution / active EE | $4,092 | $3,319+23.3% | $4,831-15.3% | $2,565+59.5% |
| Participant deferral / active EE | $7,801 | $5,946+31.2% | $7,353+6.1% | $3,952+97.4% |
| Admin fee / account holder | $4,291 | $6,934-38.1% | $10,802-60.3% | $6,261-31.5% |