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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 | $101,820 | $100,073+1.7% | $85,126+19.6% | $145,877-30.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.26% | 84.11%-73.8pp | 66.63%-56.4pp | 551.28%-541.0pp |
| Employer contribution / active EE | $3,375 | $3,236+4.3% | $2,731+23.5% | $4,663-27.6% |
| Participant deferral / active EE | $15,250 | $5,294+188.0% | $4,523+237.1% | $6,691+127.9% |
| Admin fee / account holder | $1,616 | $7,261-77.7% | $6,160-73.8% | $13,402-87.9% |