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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 | $106,602 | $165,399-35.5% | $149,745-28.8% | $158,982-32.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.06% | 348.34%-338.3pp | 276.72%-266.7pp | 302.99%-292.9pp |
| Employer contribution / active EE | $8,134 | $5,105+59.3% | $4,646+75.1% | $4,763+70.8% |
| Participant deferral / active EE | $11,112 | $7,183+54.7% | $6,843+62.4% | $5,983+85.7% |
| Admin fee / account holder | $22,675 | $10,811+109.7% | $9,312+143.5% | $11,252+101.5% |