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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 | $101,087 | $104,937-3.7% | $84,628+19.4% | $152,897-33.9% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 26.16% | 373.88%-347.7pp | 258.80%-232.6pp | 345.43%-319.3pp |
| Employer contribution / active EE | $7,084 | $3,303+114.5% | $2,653+167.0% | $4,764+48.7% |
| Participant deferral / active EE | $13,220 | $4,690+181.9% | $3,900+239.0% | $5,851+125.9% |
| Admin fee / account holder | $2,333 | $6,243-62.6% | $4,914-52.5% | $11,599-79.9% |