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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 | $107,931 | $81,233+32.9% | $155,567-30.6% | $80,874+33.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.13% | 33.33%-21.2pp | 64.74%-52.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $9,862 | $3,101+218.1% | $4,674+111.0% | $2,756+257.9% |
| Participant deferral / active EE | $7,125 | $3,452+106.4% | $5,628+26.6% | $4,297+65.8% |
| Admin fee / account holder | $1,117 | $7,998-86.0% | $15,916-93.0% | $6,935-83.9% |