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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 | $101,702 | $98,776+3.0% | $149,745-32.1% | $79,856+27.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.85% | 27.38%-7.5pp | 276.72%-256.9pp | 31.71%-11.9pp |
| Employer contribution / active EE | $3,757 | $3,217+16.8% | $4,646-19.1% | $2,471+52.0% |
| Participant deferral / active EE | $6,510 | $5,681+14.6% | $6,843-4.9% | $3,741+74.0% |
| Admin fee / account holder | $3,375 | $6,053-44.2% | $9,312-63.8% | $5,306-36.4% |