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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 | $108,741 | $84,236+29.1% | $170,435-36.2% | $70,126+55.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.90% | 23.06%-7.2pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $6,178 | $3,387+82.4% | $5,432+13.7% | $2,343+163.7% |
| Participant deferral / active EE | $3,807 | $3,086+23.4% | $4,939-22.9% | $3,332+14.3% |
| Admin fee / account holder | $4,305 | $5,698-24.5% | $13,881-69.0% | $4,645-7.3% |