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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 | $91,508 | $72,071+27.0% | $68,368+33.8% | $137,256-33.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.66% | 353.14%-333.5pp | 292.57%-272.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $1,810 | $2,788-35.1% | $2,649-31.7% | $4,156-56.5% |
| Participant deferral / active EE | $3,969 | $4,410-10.0% | $4,123-3.7% | $6,407-38.1% |
| Admin fee / account holder | $699 | $5,336-86.9% | $5,150-86.4% | $12,270-94.3% |