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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 | $134,798 | $102,429+31.6% | $147,096-8.4% | $80,925+66.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.96% | 135.02%-118.1pp | 419.75%-402.8pp | 35.65%-18.7pp |
| Employer contribution / active EE | $2,344 | $3,716-36.9% | $4,936-52.5% | $2,756-14.9% |
| Participant deferral / active EE | $4,020 | $6,649-39.5% | $8,071-50.2% | $4,299-6.5% |
| Admin fee / account holder | $341 | $7,957-95.7% | $13,005-97.4% | $6,940-95.1% |