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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 | $104,963 | $99,079+5.9% | $78,002+34.6% | $273,972-61.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 13.06% | 217.93%-204.9pp | 425.99%-412.9pp | 41.46%-28.4pp |
| Employer contribution / active EE | $9,665 | $3,308+192.2% | $2,470+291.3% | $4,869+98.5% |
| Participant deferral / active EE | $6,882 | $4,306+59.8% | $3,497+96.8% | $5,287+30.2% |
| Admin fee / account holder | $1,703 | $8,954-81.0% | $5,481-68.9% | $10,133-83.2% |