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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 | $103,805 | $217,427-52.3% | $185,837-44.1% | $167,518-38.0% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.76% | 148.39%-133.6pp | 122.08%-107.3pp | 478.71%-463.9pp |
| Employer contribution / active EE | $6,738 | $5,874+14.7% | $5,168+30.4% | $4,838+39.3% |
| Participant deferral / active EE | $4,707 | $6,357-26.0% | $5,568-15.5% | $6,342-25.8% |
| Admin fee / account holder | $9,952 | $19,816-49.8% | $16,241-38.7% | $12,312-19.2% |