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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 | $91,335 | $89,370+2.2% | $141,197-35.3% | $72,976+25.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 25.41% | 111.88%-86.5pp | 71.41%-46.0pp | 81.02%-55.6pp |
| Employer contribution / active EE | $5,719 | $3,115+83.6% | $4,736+20.7% | $2,440+134.4% |
| Participant deferral / active EE | $5,248 | $5,419-3.1% | $6,710-21.8% | $3,608+45.5% |
| Admin fee / account holder | $2,473 | $5,957-58.5% | $10,265-75.9% | $5,124-51.7% |