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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 | $121,333 | $100,792+20.4% | $86,691+40.0% | $134,509-9.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | 22.03% | 29.08%-7.0pp | 35.94%-13.9pp | 418.13%-396.1pp |
| Employer contribution / active EE | $11,168 | $3,491+220.0% | $2,837+293.7% | $4,741+135.6% |
| Participant deferral / active EE | $7,930 | $5,339+48.5% | $4,656+70.3% | $6,400+23.9% |
| Admin fee / account holder | $598 | $10,924-94.5% | $7,492-92.0% | $11,427-94.8% |