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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 | $105,033 | $102,638+2.3% | $81,982+28.1% | $158,982-33.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 11.03% | 61.05%-50.0pp | 41.31%-30.3pp | 302.99%-292.0pp |
| Employer contribution / active EE | $8,755 | $3,241+170.1% | $2,498+250.4% | $4,763+83.8% |
| Participant deferral / active EE | $3,666 | $4,649-21.2% | $3,722-1.5% | $5,983-38.7% |
| Admin fee / account holder | $952 | $8,237-88.4% | $5,665-83.2% | $11,252-91.5% |