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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 | $105,337 | $89,259+18.0% | $107,187-1.7% | $82,637+27.5% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 17.59% | 21.02%-3.4pp | 204.55%-187.0pp | 53.51%-35.9pp |
| Employer contribution / active EE | $6,577 | $3,080+113.5% | $3,782+73.9% | $2,552+157.7% |
| Participant deferral / active EE | $4,260 | $4,037+5.5% | $5,096-16.4% | $4,126+3.2% |
| Admin fee / account holder | $1,832 | $7,381-75.2% | $9,162-80.0% | $7,339-75.0% |