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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 | $96,784 | $107,015-9.6% | $73,545+31.6% | $147,585-34.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 18.15% | 38.25%-20.1pp | -15.16%+33.3pp | 578.57%-560.4pp |
| Employer contribution / active EE | $3,241 | $1,760+84.1% | $1,219+165.9% | $4,876-33.5% |
| Participant deferral / active EE | $5,709 | $2,462+131.9% | $1,806+216.1% | $5,439+5.0% |
| Admin fee / account holder | $824 | $3,055-73.0% | $2,320-64.5% | $10,885-92.4% |