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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 | $111,508 | $209,422-46.8% | $178,503-37.5% | $158,982-29.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 21.07% | 188.81%-167.7pp | 151.12%-130.1pp | 302.99%-281.9pp |
| Employer contribution / active EE | $3,533 | $5,707-38.1% | $5,011-29.5% | $4,763-25.8% |
| Participant deferral / active EE | $7,845 | $5,955+31.7% | $5,202+50.8% | $5,983+31.1% |
| Admin fee / account holder | $3,323 | $17,079-80.5% | $13,987-76.2% | $11,252-70.5% |