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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 | $100,671 | $185,905-45.8% | $170,057-40.8% | $139,487-27.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.75% | 60.56%-36.8pp | 53.42%-29.7pp | 373.84%-350.1pp |
| Employer contribution / active EE | $8,137 | $7,597+7.1% | $6,790+19.8% | $4,755+71.1% |
| Participant deferral / active EE | $7,631 | $11,627-34.4% | $10,411-26.7% | $6,713+13.7% |
| Admin fee / account holder | $436 | $15,397-97.2% | $12,826-96.6% | $11,407-96.2% |