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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 | $101,203 | $111,787-9.5% | $93,681+8.0% | $145,978-30.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 10.81% | 203.52%-192.7pp | 133.47%-122.7pp | 550.52%-539.7pp |
| Employer contribution / active EE | $10,901 | $3,093+252.4% | $2,422+350.0% | $4,662+133.8% |
| Participant deferral / active EE | $6,677 | $4,918+35.8% | $4,415+51.2% | $6,690-0.2% |
| Admin fee / account holder | $15,604 | $10,256+52.1% | $8,290+88.2% | $13,400+16.4% |