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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 | $115,695 | $118,708-2.5% | $98,920+17.0% | $158,966-27.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 19.72% | 372.49%-352.8pp | 196.47%-176.8pp | 302.95%-283.2pp |
| Employer contribution / active EE | $2,052 | $3,334-38.5% | $2,689-23.7% | $4,762-56.9% |
| Participant deferral / active EE | $5,210 | $5,089+2.4% | $4,245+22.7% | $5,983-12.9% |
| Admin fee / account holder | $4,184 | $10,134-58.7% | $6,643-37.0% | $11,250-62.8% |