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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 | $104,593 | $111,785-6.4% | $93,669+11.7% | $145,877-28.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.78% | 203.79%-192.0pp | 133.59%-121.8pp | 551.28%-539.5pp |
| Employer contribution / active EE | $3,323 | $3,096+7.3% | $2,424+37.1% | $4,663-28.7% |
| Participant deferral / active EE | $3,857 | $4,919-21.6% | $4,416-12.6% | $6,691-42.4% |
| Admin fee / account holder | $440 | $10,256-95.7% | $8,291-94.7% | $13,402-96.7% |