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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 | $80,053 | $72,071+11.1% | $68,368+17.1% | $137,256-41.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.26% | 353.14%-335.9pp | 292.57%-275.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,131 | $2,788+12.3% | $2,649+18.2% | $4,156-24.7% |
| Participant deferral / active EE | $3,939 | $4,410-10.7% | $4,123-4.5% | $6,407-38.5% |
| Admin fee / account holder | $1,068 | $5,336-80.0% | $5,150-79.3% | $12,270-91.3% |