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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 | $100,854 | $124,351-18.9% | $109,188-7.6% | $167,553-39.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.89% | 26.04%-14.2pp | 25.76%-13.9pp | 478.89%-467.0pp |
| Employer contribution / active EE | $10,950 | $4,210+160.1% | $3,723+194.1% | $4,840+126.2% |
| Participant deferral / active EE | $17,179 | $5,257+226.8% | $4,654+269.1% | $6,343+170.9% |
| Admin fee / account holder | $4,947 | $7,975-38.0% | $6,755-26.8% | $12,316-59.8% |