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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 | $104,999 | $105,210-0.2% | $159,487-34.2% | $85,851+22.3% |
| Participation rate | 98.7% | 75.8%+22.9pp | 82.8%+15.8pp | 69.3%+29.3pp |
| Annual return | 16.47% | 45.08%-28.6pp | 263.71%-247.2pp | 318.63%-302.2pp |
| Employer contribution / active EE | $3,074 | $3,319-7.4% | $4,831-36.4% | $2,565+19.8% |
| Participant deferral / active EE | $7,613 | $5,946+28.0% | $7,354+3.5% | $3,952+92.6% |
| Admin fee / account holder | $5,979 | $6,934-13.8% | $10,804-44.7% | $6,261-4.5% |