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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 | $106,783 | $75,832+40.8% | $147,617-27.7% | $59,633+79.1% |
| Participation rate | 95.5% | 71.6%+23.9pp | 84.6%+10.9pp | 68.7%+26.8pp |
| Annual return | 0.20% | 0.37%-0.2pp | 61.98%-61.8pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $7,031 | $3,485+101.8% | $5,564+26.4% | $2,203+219.2% |
| Participant deferral / active EE | $4,391 | $3,131+40.3% | $4,895-10.3% | $3,192+37.6% |
| Admin fee / account holder | $4,870 | $5,986-18.6% | $11,612-58.1% | $4,297+13.3% |