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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 | $81,274 | $63,346+28.3% | $92,240-11.9% | $70,126+15.9% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 14.23% | 530.19%-516.0pp | 176.29%-162.1pp | 73.15%-58.9pp |
| Employer contribution / active EE | $2,822 | $2,471+14.2% | $3,680-23.3% | $2,343+20.5% |
| Participant deferral / active EE | $2,771 | $2,854-2.9% | $3,897-28.9% | $3,332-16.8% |
| Admin fee / account holder | $589 | $3,841-84.7% | $5,194-88.7% | $4,645-87.3% |