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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 | $112,232 | $183,539-38.9% | $155,556-27.9% | $145,897-23.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.58% | 61.31%-51.7pp | 64.84%-55.3pp | 552.29%-542.7pp |
| Employer contribution / active EE | $6,262 | $5,315+17.8% | $4,675+33.9% | $4,663+34.3% |
| Participant deferral / active EE | $5,369 | $6,467-17.0% | $5,631-4.7% | $6,689-19.7% |
| Admin fee / account holder | $2,314 | $19,275-88.0% | $15,885-85.4% | $13,390-82.7% |