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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 | $125,064 | $109,904+13.8% | $97,167+28.7% | $145,959-14.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.96% | 243.43%-229.5pp | 75.27%-61.3pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,743 | $4,676-20.0% | $4,264-12.2% | $6,689-44.0% |
| Admin fee / account holder | $6,452 | $6,216+3.8% | $5,650+14.2% | $13,398-51.8% |