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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 | $112,130 | $97,732+14.7% | $83,831+33.8% | $135,380-17.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.49% | 1287.56%-1282.1pp | 850.99%-845.5pp | 519.81%-514.3pp |
| Employer contribution / active EE | $2,301 | $4,222-45.5% | $3,631-36.6% | $4,779-51.9% |
| Participant deferral / active EE | $2,127 | $4,683-54.6% | $4,082-47.9% | $5,609-62.1% |
| Admin fee / account holder | $6,809 | $6,675+2.0% | $5,479+24.3% | $10,828-37.1% |