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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 | $90,903 | $72,071+26.1% | $68,368+33.0% | $137,256-33.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.84% | 353.14%-337.3pp | 292.57%-276.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $6,466 | $2,788+131.9% | $2,649+144.1% | $4,156+55.6% |
| Participant deferral / active EE | $7,047 | $4,410+59.8% | $4,123+70.9% | $6,407+10.0% |
| Admin fee / account holder | $3,116 | $5,336-41.6% | $5,150-39.5% | $12,270-74.6% |