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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 | $102,429-6.1% | $147,096-34.6% | $80,925+18.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 17.10% | 135.02%-117.9pp | 419.75%-402.7pp | 35.65%-18.6pp |
| Employer contribution / active EE | $5,950 | $3,716+60.1% | $4,936+20.5% | $2,756+115.9% |
| Participant deferral / active EE | $12,382 | $6,649+86.2% | $8,071+53.4% | $4,299+188.1% |
| Admin fee / account holder | $2,103 | $7,957-73.6% | $13,005-83.8% | $6,940-69.7% |