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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 | $107,186 | $78,707+36.2% | $117,861-9.1% | $70,126+52.8% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 15.15% | 23.30%-8.1pp | 335.11%-320.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $5,904 | $2,223+165.5% | $3,786+55.9% | $2,343+152.0% |
| Participant deferral / active EE | $5,285 | $3,297+60.3% | $4,482+17.9% | $3,332+58.6% |
| Admin fee / account holder | $616 | $5,066-87.8% | $8,021-92.3% | $4,645-86.8% |