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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 | $116,737 | $106,918+9.2% | $84,021+38.9% | $152,897-23.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 20.24% | 105.01%-84.8pp | 71.32%-51.1pp | 345.43%-325.2pp |
| Employer contribution / active EE | $3,696 | $2,735+35.1% | $1,984+86.3% | $4,764-22.4% |
| Participant deferral / active EE | $2,610 | $4,012-34.9% | $3,239-19.4% | $5,851-55.4% |
| Admin fee / account holder | $2,300 | $8,288-72.3% | $6,102-62.3% | $11,599-80.2% |