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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 | $129,619 | $110,039+17.8% | $97,260+33.3% | $145,884-11.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 16.27% | 244.44%-228.2pp | 75.54%-59.3pp | 551.85%-535.6pp |
| Employer contribution / active EE | $13,074 | $3,074+325.3% | $2,721+380.4% | $4,662+180.4% |
| Participant deferral / active EE | $11,271 | $4,674+141.2% | $4,262+164.5% | $6,690+68.5% |
| Admin fee / account holder | $2,079 | $6,204-66.5% | $5,640-63.1% | $13,392-84.5% |