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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 | $98,606 | $90,486+9.0% | $78,676+25.3% | $273,972-64.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.56% | 75.62%-67.1pp | 62.19%-53.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $7,096 | $3,175+123.5% | $2,850+149.0% | $4,869+45.7% |
| Participant deferral / active EE | $9,784 | $3,901+150.8% | $3,517+178.2% | $5,287+85.1% |
| Admin fee / account holder | $10,095 | $5,263+91.8% | $4,510+123.8% | $10,133-0.4% |