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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 | $134,002 | $107,368+24.8% | $92,915+44.2% | $152,909-12.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.88% | 145.64%-121.8pp | 109.45%-85.6pp | 345.46%-321.6pp |
| Employer contribution / active EE | $4,174 | $4,222-1.2% | $3,653+14.2% | $4,764-12.4% |
| Participant deferral / active EE | $7,600 | $4,848+56.8% | $4,238+79.3% | $5,851+29.9% |
| Admin fee / account holder | $541 | $7,082-92.4% | $5,796-90.7% | $11,601-95.3% |