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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 | $129,023 | $109,411+17.9% | $89,435+44.3% | $158,982-18.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.15% | 345.68%-334.5pp | 245.55%-234.4pp | 302.99%-291.8pp |
| Employer contribution / active EE | $21,953 | $3,173+591.9% | $2,587+748.5% | $4,763+360.9% |
| Participant deferral / active EE | $9,750 | $4,600+112.0% | $3,890+150.6% | $5,983+62.9% |
| Admin fee / account holder | $12,439 | $6,159+102.0% | $4,884+154.7% | $11,252+10.6% |