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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 | $96,204 | $102,385-6.0% | $147,080-34.6% | $80,935+18.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.10% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $5,950 | $3,717+60.1% | $4,933+20.6% | $2,757+115.8% |
| Participant deferral / active EE | $12,382 | $6,651+86.2% | $8,066+53.5% | $4,299+188.0% |
| Admin fee / account holder | $2,103 | $7,951-73.6% | $12,989-83.8% | $6,924-69.6% |