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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 | $105,503 | $85,171+23.9% | $172,752-38.9% | $72,975+44.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.23% | 27.32%-8.1pp | 802.97%-783.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $2,852 | $3,324-14.2% | $5,144-44.6% | $2,440+16.9% |
| Participant deferral / active EE | $4,854 | $3,260+48.9% | $5,198-6.6% | $3,608+34.5% |
| Admin fee / account holder | $4,088 | $5,880-30.5% | $13,955-70.7% | $5,124-20.2% |