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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 | $120,122 | $114,093+5.3% | $96,171+24.9% | $167,536-28.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.46% | 190.00%-179.5pp | 192.04%-181.6pp | 478.82%-468.4pp |
| Employer contribution / active EE | $2,774 | $3,429-19.1% | $2,799-0.9% | $4,839-42.7% |
| Participant deferral / active EE | $8,995 | $5,197+73.1% | $4,350+106.8% | $6,342+41.8% |
| Admin fee / account holder | $3,989 | $6,899-42.2% | $5,538-28.0% | $12,315-67.6% |