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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 | $122,066 | $107,363+13.7% | $92,909+31.4% | $152,897-20.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.90% | 145.63%-125.7pp | 109.44%-89.5pp | 345.43%-325.5pp |
| Employer contribution / active EE | $1,260 | $4,222-70.2% | $3,653-65.5% | $4,764-73.6% |
| Participant deferral / active EE | $4,363 | $4,848-10.0% | $4,238+3.0% | $5,851-25.4% |
| Admin fee / account holder | $651 | $7,082-90.8% | $5,795-88.8% | $11,599-94.4% |