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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 | $121,426 | $98,766+22.9% | $149,730-18.9% | $79,852+52.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.47% | 27.43%-8.0pp | 276.70%-257.2pp | 31.72%-12.3pp |
| Employer contribution / active EE | $4,191 | $3,217+30.3% | $4,645-9.8% | $2,471+69.6% |
| Participant deferral / active EE | $6,904 | $5,681+21.5% | $6,843+0.9% | $3,740+84.6% |
| Admin fee / account holder | $5,031 | $6,052-16.9% | $9,310-46.0% | $5,306-5.2% |