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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 | $83,709 | $88,672-5.6% | $105,223-20.4% | $82,448+1.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.78% | 30.86%-13.1pp | 180.65%-162.9pp | 41.64%-23.9pp |
| Employer contribution / active EE | $6,622 | $3,048+117.3% | $3,689+79.5% | $2,551+159.6% |
| Participant deferral / active EE | $8,305 | $4,036+105.8% | $5,072+63.7% | $4,139+100.6% |
| Admin fee / account holder | $9,923 | $7,146+38.9% | $8,859+12.0% | $7,234+37.2% |