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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 | $110,594 | $167,030-33.8% | $135,768-18.5% | $155,188-28.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 19.71% | 678.39%-658.7pp | 526.10%-506.4pp | 148.84%-129.1pp |
| Employer contribution / active EE | $2,908 | $4,132-29.6% | $3,394-14.3% | $4,248-31.5% |
| Participant deferral / active EE | $8,345 | $4,528+84.3% | $3,977+109.8% | $6,531+27.8% |
| Admin fee / account holder | $471 | $8,172-94.2% | $7,048-93.3% | $14,480-96.7% |