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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 | $105,900 | $103,392+2.4% | $87,104+21.6% | $152,897-30.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 25.59% | 28.10%-2.5pp | 28.19%-2.6pp | 345.43%-319.8pp |
| Employer contribution / active EE | $10,654 | $3,221+230.8% | $2,521+322.6% | $4,764+123.7% |
| Participant deferral / active EE | $6,049 | $4,778+26.6% | $4,048+49.4% | $5,851+3.4% |
| Admin fee / account holder | $1,850 | $12,194-84.8% | $7,491-75.3% | $11,599-84.1% |