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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 | $107,668 | $70,418+52.9% | $96,570+11.5% | $85,847+25.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 15.89% | 18.59%-2.7pp | 37.79%-21.9pp | 318.61%-302.7pp |
| Employer contribution / active EE | $2,064 | $1,413+46.1% | $2,357-12.4% | $2,565-19.5% |
| Participant deferral / active EE | $7,888 | $2,894+172.5% | $3,849+104.9% | $3,952+99.6% |
| Admin fee / account holder | $1,572 | $4,995-68.5% | $6,182-74.6% | $6,261-74.9% |