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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 | $91,741 | $85,171+7.7% | $172,753-46.9% | $72,976+25.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.68% | 27.32%-2.6pp | 803.00%-778.3pp | 81.02%-56.3pp |
| Employer contribution / active EE | $4,272 | $3,324+28.5% | $5,144-16.9% | $2,440+75.1% |
| Participant deferral / active EE | $5,611 | $3,260+72.1% | $5,198+8.0% | $3,608+55.5% |
| Admin fee / account holder | $399 | $5,880-93.2% | $13,956-97.1% | $5,124-92.2% |