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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 | $88,248 | $85,766+2.9% | $136,298-35.3% | $70,126+25.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 19.15% | 31.46%-12.3pp | 5156.27%-5137.1pp | 73.15%-54.0pp |
| Employer contribution / active EE | $7,566 | $2,966+155.1% | $4,696+61.1% | $2,343+223.0% |
| Participant deferral / active EE | $5,155 | $5,051+2.0% | $6,247-17.5% | $3,332+54.7% |
| Admin fee / account holder | $784 | $5,421-85.5% | $9,244-91.5% | $4,645-83.1% |