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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 | $95,229 | $105,200-9.5% | $159,474-40.3% | $85,847+10.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 27.67% | 45.08%-17.4pp | 263.68%-236.0pp | 318.61%-290.9pp |
| Employer contribution / active EE | $3,028 | $3,319-8.8% | $4,831-37.3% | $2,565+18.0% |
| Participant deferral / active EE | $5,454 | $5,946-8.3% | $7,353-25.8% | $3,952+38.0% |
| Admin fee / account holder | $34,815 | $6,934+402.1% | $10,802+222.3% | $6,261+456.1% |