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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 | $105,745 | $112,933-6.4% | $90,970+16.2% | $158,982-33.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 7.42% | 215.82%-208.4pp | 134.60%-127.2pp | 302.99%-295.6pp |
| Employer contribution / active EE | $7,199 | $2,893+148.8% | $2,122+239.3% | $4,763+51.1% |
| Participant deferral / active EE | $4,727 | $4,128+14.5% | $3,373+40.2% | $5,983-21.0% |
| Admin fee / account holder | $436 | $8,047-94.6% | $5,961-92.7% | $11,252-96.1% |