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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 | $117,850 | $111,814+5.4% | $93,654+25.8% | $145,959-19.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 8.20% | 203.30%-195.1pp | 133.34%-125.1pp | 561.95%-553.7pp |
| Employer contribution / active EE | $11,834 | $3,092+282.8% | $2,421+388.8% | $4,661+153.9% |
| Participant deferral / active EE | $7,446 | $4,914+51.5% | $4,413+68.7% | $6,689+11.3% |
| Admin fee / account holder | $2,459 | $10,246-76.0% | $8,282-70.3% | $13,398-81.6% |