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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 | $133,998 | $81,643+64.1% | $70,462+90.2% | $158,950-15.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 12.16% | 208.51%-196.3pp | 109.08%-96.9pp | 302.91%-290.7pp |
| Employer contribution / active EE | $4,378 | $3,218+36.1% | $2,737+59.9% | $4,762-8.1% |
| Participant deferral / active EE | $6,713 | $4,555+47.4% | $3,710+81.0% | $5,983+12.2% |
| Admin fee / account holder | $508 | $6,194-91.8% | $3,845-86.8% | $11,248-95.5% |