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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 | $117,403 | $102,385+14.7% | $147,080-20.2% | $80,935+45.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.13% | 135.09%-123.0pp | 420.17%-408.0pp | 35.66%-23.5pp |
| Employer contribution / active EE | $3,353 | $3,717-9.8% | $4,933-32.0% | $2,757+21.6% |
| Participant deferral / active EE | $10,550 | $6,651+58.6% | $8,066+30.8% | $4,299+145.4% |
| Admin fee / account holder | $33,404 | $7,951+320.1% | $12,989+157.2% | $6,924+382.4% |