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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 | $114,763 | $124,336-7.7% | $111,303+3.1% | $167,518-31.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 20.48% | 37.45%-17.0pp | 54.66%-34.2pp | 478.71%-458.2pp |
| Employer contribution / active EE | $4,189 | $3,436+21.9% | $2,731+53.4% | $4,838-13.4% |
| Participant deferral / active EE | $19,650 | $5,181+279.3% | $4,487+337.9% | $6,342+209.8% |
| Admin fee / account holder | $1,025 | $10,623-90.4% | $7,966-87.1% | $12,312-91.7% |