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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 | $119,794 | $98,776+21.3% | $149,745-20.0% | $79,856+50.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.05% | 27.38%-8.3pp | 276.72%-257.7pp | 31.71%-12.7pp |
| Employer contribution / active EE | $3,418 | $3,217+6.2% | $4,646-26.4% | $2,471+38.3% |
| Participant deferral / active EE | $9,521 | $5,681+67.6% | $6,843+39.1% | $3,741+154.5% |
| Admin fee / account holder | $4,029 | $6,053-33.4% | $9,312-56.7% | $5,306-24.1% |