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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 | $88,497 | $65,041+36.1% | $90,965-2.7% | $79,858+10.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 10.31% | 30.45%-20.1pp | 134.57%-124.3pp | 31.72%-21.4pp |
| Employer contribution / active EE | $4,948 | $1,247+296.7% | $2,122+133.1% | $2,471+100.2% |
| Participant deferral / active EE | $3,943 | $2,512+57.0% | $3,373+16.9% | $3,740+5.4% |
| Admin fee / account holder | $8,108 | $4,536+78.7% | $5,960+36.0% | $5,306+52.8% |