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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 | $123,503 | $107,371+15.0% | $92,916+32.9% | $152,914-19.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 22.27% | 145.64%-123.4pp | 109.45%-87.2pp | 345.48%-323.2pp |
| Employer contribution / active EE | $2,839 | $4,223-32.8% | $3,654-22.3% | $4,764-40.4% |
| Participant deferral / active EE | $11,339 | $4,848+133.9% | $4,238+167.5% | $5,852+93.8% |
| Admin fee / account holder | $8,436 | $7,082+19.1% | $5,796+45.6% | $11,601-27.3% |