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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 | $122,250 | $175,231-30.2% | $149,696-18.3% | $139,466-12.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.89% | 166.77%-146.9pp | 134.46%-114.6pp | 373.66%-353.8pp |
| Employer contribution / active EE | $7,270 | $5,478+32.7% | $4,821+50.8% | $4,754+52.9% |
| Participant deferral / active EE | $6,073 | $6,521-6.9% | $5,682+6.9% | $6,712-9.5% |
| Admin fee / account holder | $3,848 | $16,155-76.2% | $13,212-70.9% | $11,409-66.3% |