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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 | $112,909 | $107,368+5.2% | $92,915+21.5% | $152,909-26.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 21.16% | 145.64%-124.5pp | 109.45%-88.3pp | 345.46%-324.3pp |
| Employer contribution / active EE | $5,298 | $4,222+25.5% | $3,653+45.0% | $4,764+11.2% |
| Participant deferral / active EE | $1,389 | $4,848-71.3% | $4,238-67.2% | $5,851-76.3% |
| Admin fee / account holder | $9,417 | $7,082+33.0% | $5,796+62.5% | $11,601-18.8% |