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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 | $119,541 | $104,937+13.9% | $84,628+41.3% | $152,897-21.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 21.69% | 373.88%-352.2pp | 258.80%-237.1pp | 345.43%-323.7pp |
| Employer contribution / active EE | $3,893 | $3,303+17.9% | $2,653+46.8% | $4,764-18.3% |
| Participant deferral / active EE | $8,503 | $4,690+81.3% | $3,900+118.0% | $5,851+45.3% |
| Admin fee / account holder | $2,084 | $6,243-66.6% | $4,914-57.6% | $11,599-82.0% |