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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 | $138,577 | $90,397+53.3% | $76,002+82.3% | $145,959-5.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.68% | 621.97%-612.3pp | 360.07%-350.4pp | 561.95%-552.3pp |
| Employer contribution / active EE | $5,426 | $3,317+63.6% | $2,688+101.8% | $4,661+16.4% |
| Participant deferral / active EE | $8,114 | $5,163+57.1% | $4,257+90.6% | $6,689+21.3% |
| Admin fee / account holder | $4,871 | $8,369-41.8% | $6,414-24.0% | $13,398-63.6% |