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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 | $88,250 | $105,200-16.1% | $159,474-44.7% | $85,847+2.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 20.50% | 45.08%-24.6pp | 263.68%-243.2pp | 318.61%-298.1pp |
| Employer contribution / active EE | $2,873 | $3,319-13.4% | $4,831-40.5% | $2,565+12.0% |
| Participant deferral / active EE | $9,051 | $5,946+52.2% | $7,353+23.1% | $3,952+129.0% |
| Admin fee / account holder | $2,683 | $6,934-61.3% | $10,802-75.2% | $6,261-57.1% |