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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 | $101,457 | $93,345+8.7% | $119,126-14.8% | $87,485+16.0% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 15.37% | 19.08%-3.7pp | 282.11%-266.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $3,572 | $3,172+12.6% | $4,034-11.4% | $2,596+37.6% |
| Participant deferral / active EE | $4,978 | $4,099+21.5% | $5,318-6.4% | $4,274+16.5% |
| Admin fee / account holder | $7,249 | $8,039-9.8% | $10,693-32.2% | $7,775-6.8% |