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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 | $129,847 | $106,923+21.4% | $84,023+54.5% | $152,909-15.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.25% | 105.02%-84.8pp | 71.32%-51.1pp | 345.46%-325.2pp |
| Employer contribution / active EE | $1,601 | $2,735-41.5% | $1,984-19.3% | $4,764-66.4% |
| Participant deferral / active EE | $3,710 | $4,013-7.5% | $3,239+14.5% | $5,851-36.6% |
| Admin fee / account holder | $2,718 | $8,289-67.2% | $6,102-55.5% | $11,601-76.6% |