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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 | $116,891 | $107,944+8.3% | $91,994+27.1% | $152,885-23.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.92% | 89.26%-68.3pp | 69.03%-48.1pp | 345.39%-324.5pp |
| Employer contribution / active EE | $9,309 | $4,210+121.1% | $3,452+169.7% | $4,763+95.4% |
| Participant deferral / active EE | $8,350 | $6,365+31.2% | $5,923+41.0% | $5,851+42.7% |
| Admin fee / account holder | $1,998 | $10,521-81.0% | $7,743-74.2% | $11,598-82.8% |