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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 | $105,157 | $100,073+5.1% | $85,126+23.5% | $145,877-27.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 16.60% | 84.11%-67.5pp | 66.63%-50.0pp | 551.28%-534.7pp |
| Employer contribution / active EE | $12,899 | $3,236+298.6% | $2,731+372.3% | $4,663+176.6% |
| Participant deferral / active EE | $15,361 | $5,294+190.1% | $4,523+239.6% | $6,691+129.6% |
| Admin fee / account holder | $3,898 | $7,261-46.3% | $6,160-36.7% | $13,402-70.9% |