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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 | $106,588 | $105,210+1.3% | $159,487-33.2% | $85,851+24.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.96% | 45.08%-30.1pp | 263.71%-248.7pp | 318.63%-303.7pp |
| Employer contribution / active EE | $5,657 | $3,319+70.4% | $4,831+17.1% | $2,565+120.5% |
| Participant deferral / active EE | $6,033 | $5,946+1.5% | $7,354-18.0% | $3,952+52.6% |
| Admin fee / account holder | $9,160 | $6,934+32.1% | $10,804-15.2% | $6,261+46.3% |