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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 | $81,879 | $81,208+0.8% | $98,920-17.2% | $79,856+2.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 23.83% | 60.99%-37.2pp | 196.47%-172.6pp | 31.71%-7.9pp |
| Employer contribution / active EE | $6,163 | $1,960+214.5% | $2,689+129.2% | $2,471+149.4% |
| Participant deferral / active EE | $6,983 | $3,265+113.9% | $4,245+64.5% | $3,741+86.7% |
| Admin fee / account holder | $11,273 | $6,013+87.5% | $6,643+69.7% | $5,306+112.4% |