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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 | $105,696 | $150,435-29.7% | $120,580-12.3% | $145,897-27.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 11.16% | 154.60%-143.4pp | 107.48%-96.3pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,274 | $4,352-24.8% | $3,469-5.6% | $4,663-29.8% |
| Participant deferral / active EE | $13,801 | $6,174+123.5% | $4,995+176.3% | $6,689+106.3% |
| Admin fee / account holder | $372 | $12,182-96.9% | $9,418-96.1% | $13,390-97.2% |