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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 | $99,088 | $103,038-3.8% | $90,324+9.7% | $152,909-35.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 20.69% | 95.25%-74.6pp | 78.15%-57.5pp | 345.46%-324.8pp |
| Employer contribution / active EE | $3,127 | $3,141-0.4% | $2,856+9.5% | $4,764-34.4% |
| Participant deferral / active EE | $3,128 | $4,282-27.0% | $3,885-19.5% | $5,851-46.5% |
| Admin fee / account holder | $11,550 | $6,177+87.0% | $5,356+115.7% | $11,601-0.4% |