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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 | $104,255 | $117,904-11.6% | $102,457+1.8% | $145,978-28.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 39.56% | 31.80%+7.8pp | 29.41%+10.2pp | 550.52%-511.0pp |
| Employer contribution / active EE | $8,942 | $3,613+147.5% | $3,022+195.9% | $4,662+91.8% |
| Participant deferral / active EE | $5,544 | $5,733-3.3% | $5,054+9.7% | $6,690-17.1% |
| Admin fee / account holder | $525 | $13,329-96.1% | $9,451-94.4% | $13,400-96.1% |