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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 | $135,651 | $102,595+32.2% | $94,057+44.2% | $154,746-12.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 14.60% | 583.42%-568.8pp | 480.62%-466.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $2,802 | $3,147-11.0% | $2,933-4.5% | $4,379-36.0% |
| Participant deferral / active EE | $5,274 | $5,118+3.0% | $4,709+12.0% | $6,730-21.6% |
| Admin fee / account holder | $8,652 | $7,736+11.8% | $7,244+19.4% | $14,365-39.8% |