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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 | $99,194 | $79,209+25.2% | $102,434-3.2% | $74,459+33.2% |
| Participation rate | 97.2% | 74.8%+22.4pp | 76.5%+20.7pp | 67.2%+30.0pp |
| Annual return | 11.42% | 54.98%-43.6pp | 29.46%-18.0pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $7,658 | $4,417+73.4% | $5,055+51.5% | $4,350+76.1% |
| Admin fee / account holder | $3,151 | $2,002+57.4% | $9,462-66.7% | $1,945+62.0% |