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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 | $103,757 | $95,601+8.5% | $77,183+34.4% | $139,456-25.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.45% | 54.96%-44.5pp | 37.89%-27.4pp | 373.45%-363.0pp |
| Employer contribution / active EE | $3,297 | $3,145+4.8% | $2,534+30.1% | $4,753-30.6% |
| Participant deferral / active EE | $6,330 | $4,623+36.9% | $3,833+65.2% | $6,711-5.7% |
| Admin fee / account holder | $11,935 | $8,302+43.8% | $5,475+118.0% | $11,407+4.6% |