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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 | $104,276 | $166,089-37.2% | $164,928-36.8% | $145,978-28.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.81% | 100.26%-88.4pp | 70.08%-58.3pp | 550.52%-538.7pp |
| Employer contribution / active EE | $9,571 | $5,276+81.4% | $4,343+120.4% | $4,662+105.3% |
| Participant deferral / active EE | $4,610 | $6,961-33.8% | $6,034-23.6% | $6,690-31.1% |
| Admin fee / account holder | $4,083 | $16,641-75.5% | $12,684-67.8% | $13,400-69.5% |