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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 | $101,854 | $183,592-44.5% | $155,574-34.5% | $145,877-30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.95% | 61.37%-49.4pp | 64.87%-52.9pp | 551.28%-539.3pp |
| Employer contribution / active EE | $9,399 | $5,317+76.8% | $4,676+101.0% | $4,663+101.6% |
| Participant deferral / active EE | $3,389 | $6,466-47.6% | $5,629-39.8% | $6,691-49.4% |
| Admin fee / account holder | $1,923 | $19,316-90.0% | $15,914-87.9% | $13,402-85.7% |