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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 | $89,490 | $89,259+0.3% | $107,187-16.5% | $82,637+8.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 18.11% | 21.02%-2.9pp | 204.55%-186.4pp | 53.51%-35.4pp |
| Employer contribution / active EE | $5,825 | $3,080+89.1% | $3,782+54.0% | $2,552+128.3% |
| Participant deferral / active EE | $10,728 | $4,037+165.7% | $5,096+110.5% | $4,126+160.0% |
| Admin fee / account holder | $7,452 | $7,381+1.0% | $9,162-18.7% | $7,339+1.5% |