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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 | $141,259 | $104,953+34.6% | $84,637+66.9% | $152,909-7.6% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.68% | 373.94%-351.3pp | 258.82%-236.1pp | 345.46%-322.8pp |
| Employer contribution / active EE | $1,538 | $3,304-53.4% | $2,653-42.0% | $4,764-67.7% |
| Participant deferral / active EE | $9,702 | $4,691+106.8% | $3,900+148.8% | $5,851+65.8% |
| Admin fee / account holder | $1,815 | $6,244-70.9% | $4,914-63.1% | $11,601-84.4% |