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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 | $112,834 | $115,814-2.6% | $101,275+11.4% | $158,982-29.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 17.37% | 56.16%-38.8pp | 46.48%-29.1pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,733 | $4,176-34.6% | $3,660-25.3% | $4,763-42.6% |
| Participant deferral / active EE | $5,495 | $4,958+10.8% | $4,371+25.7% | $5,983-8.2% |
| Admin fee / account holder | $327 | $7,249-95.5% | $5,948-94.5% | $11,252-97.1% |