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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 | $97,981 | $85,766+14.2% | $136,298-28.1% | $70,126+39.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.72% | 31.46%-13.7pp | 5156.27%-5138.6pp | 73.15%-55.4pp |
| Employer contribution / active EE | $639 | $2,966-78.5% | $4,696-86.4% | $2,343-72.7% |
| Participant deferral / active EE | $5,467 | $5,051+8.2% | $6,247-12.5% | $3,332+64.1% |
| Admin fee / account holder | $1,280 | $5,421-76.4% | $9,244-86.2% | $4,645-72.5% |