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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 | $118,789 | $108,912+9.1% | $100,383+18.3% | $145,959-18.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.13% | 57.96%-45.8pp | 49.26%-37.1pp | 561.95%-549.8pp |
| Employer contribution / active EE | $5,804 | $4,423+31.2% | $3,944+47.2% | $4,661+24.5% |
| Participant deferral / active EE | $6,033 | $8,451-28.6% | $8,086-25.4% | $6,689-9.8% |
| Admin fee / account holder | $2,269 | $9,690-76.6% | $7,900-71.3% | $13,398-83.1% |