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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 | $101,573 | $144,130-29.5% | $117,861-13.8% | $147,586-31.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.22% | 531.20%-516.0pp | 335.11%-319.9pp | 578.59%-563.4pp |
| Employer contribution / active EE | $2,638 | $4,897-46.1% | $3,786-30.3% | $4,876-45.9% |
| Participant deferral / active EE | $8,139 | $5,316+53.1% | $4,482+81.6% | $5,439+49.6% |
| Admin fee / account holder | $1,512 | $10,887-86.1% | $8,021-81.2% | $10,886-86.1% |