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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 | $137,660 | $115,814+18.9% | $101,275+35.9% | $158,982-13.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.36% | 56.16%-40.8pp | 46.48%-31.1pp | 302.99%-287.6pp |
| Employer contribution / active EE | $12,291 | $4,176+194.3% | $3,660+235.8% | $4,763+158.1% |
| Participant deferral / active EE | $4,062 | $4,958-18.1% | $4,371-7.1% | $5,983-32.1% |
| Admin fee / account holder | $5,089 | $7,249-29.8% | $5,948-14.4% | $11,252-54.8% |