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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 | $101,931 | $104,953-2.9% | $84,637+20.4% | $152,909-33.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 23.27% | 373.94%-350.7pp | 258.82%-235.6pp | 345.46%-322.2pp |
| Employer contribution / active EE | $4,994 | $3,304+51.2% | $2,653+88.2% | $4,764+4.8% |
| Participant deferral / active EE | $9,942 | $4,691+112.0% | $3,900+154.9% | $5,851+69.9% |
| Admin fee / account holder | $1,895 | $6,244-69.7% | $4,914-61.4% | $11,601-83.7% |