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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 | $127,377 | $69,274+83.9% | $64,097+98.7% | $139,487-8.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 14.77% | 46.00%-31.2pp | 33.75%-19.0pp | 373.84%-359.1pp |
| Employer contribution / active EE | $3,403 | $3,187+6.8% | $2,750+23.7% | $4,755-28.4% |
| Participant deferral / active EE | $18,360 | $4,685+291.9% | $3,881+373.0% | $6,713+173.5% |
| Admin fee / account holder | $1,458 | $4,247-65.7% | $3,070-52.5% | $11,407-87.2% |