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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 | $95,725 | $107,363-10.8% | $92,909+3.0% | $152,897-37.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 19.65% | 145.63%-126.0pp | 109.44%-89.8pp | 345.43%-325.8pp |
| Employer contribution / active EE | $5,151 | $4,222+22.0% | $3,653+41.0% | $4,764+8.1% |
| Participant deferral / active EE | $5,551 | $4,848+14.5% | $4,238+31.0% | $5,851-5.1% |
| Admin fee / account holder | $459 | $7,082-93.5% | $5,795-92.1% | $11,599-96.0% |