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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 | $109,262 | $175,212-37.6% | $149,682-27.0% | $139,427-21.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.54% | 166.63%-149.1pp | 134.35%-116.8pp | 373.27%-355.7pp |
| Employer contribution / active EE | $7,226 | $5,475+32.0% | $4,818+50.0% | $4,752+52.1% |
| Participant deferral / active EE | $4,567 | $6,520-30.0% | $5,681-19.6% | $6,711-32.0% |
| Admin fee / account holder | $7,658 | $16,150-52.6% | $13,210-42.0% | $11,404-32.8% |