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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 | $100,859 | $111,814-9.8% | $93,654+7.7% | $145,959-30.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 13.89% | 203.30%-189.4pp | 133.34%-119.4pp | 561.95%-548.1pp |
| Employer contribution / active EE | $2,188 | $3,092-29.2% | $2,421-9.6% | $4,661-53.1% |
| Participant deferral / active EE | $10,011 | $4,914+103.7% | $4,413+126.9% | $6,689+49.7% |
| Admin fee / account holder | $478 | $10,246-95.3% | $8,282-94.2% | $13,398-96.4% |