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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 | $112,208 | $125,190-10.4% | $105,624+6.2% | $145,897-23.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.42% | 225.22%-213.8pp | 116.20%-104.8pp | 552.29%-540.9pp |
| Employer contribution / active EE | $8,911 | $3,720+139.5% | $3,168+181.3% | $4,663+91.1% |
| Participant deferral / active EE | $4,988 | $5,716-12.7% | $5,013-0.5% | $6,689-25.4% |
| Admin fee / account holder | $12,372 | $17,138-27.8% | $10,961+12.9% | $13,390-7.6% |