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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 | $114,029 | $124,346-8.3% | $111,306+2.4% | $167,553-31.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 17.24% | 37.46%-20.2pp | 54.67%-37.4pp | 478.89%-461.7pp |
| Employer contribution / active EE | $9,456 | $3,438+175.1% | $2,732+246.1% | $4,840+95.4% |
| Participant deferral / active EE | $7,130 | $5,182+37.6% | $4,488+58.9% | $6,343+12.4% |
| Admin fee / account holder | $1,392 | $10,623-86.9% | $7,966-82.5% | $12,316-88.7% |