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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 | $85,840 | $85,766+0.1% | $136,298-37.0% | $70,126+22.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 14.29% | 31.46%-17.2pp | 5156.27%-5142.0pp | 73.15%-58.9pp |
| Employer contribution / active EE | $2,583 | $2,966-12.9% | $4,696-45.0% | $2,343+10.3% |
| Participant deferral / active EE | $7,275 | $5,051+44.0% | $6,247+16.5% | $3,332+118.4% |
| Admin fee / account holder | $1,885 | $5,421-65.2% | $9,244-79.6% | $4,645-59.4% |