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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 | $105,126 | $58,828+78.7% | $78,002+34.8% | $62,881+67.2% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 6.46% | 17.16%-10.7pp | 425.99%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $1,275 | $1,672-23.8% | $2,470-48.4% | $2,281-44.1% |
| Participant deferral / active EE | $3,301 | $2,686+22.9% | $3,497-5.6% | $3,203+3.1% |
| Admin fee / account holder | $3,833 | $4,393-12.8% | $5,481-30.1% | $4,296-10.8% |