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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 | $59,310 | $56,134+5.7% | $96,171-38.3% | $85,847-30.9% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 11.89% | 42.30%-30.4pp | 192.04%-180.2pp | 318.61%-306.7pp |
| Employer contribution / active EE | $9,530 | $1,620+488.2% | $2,799+240.5% | $2,565+271.5% |
| Participant deferral / active EE | $5,146 | $2,858+80.1% | $4,350+18.3% | $3,952+30.2% |
| Admin fee / account holder | $15,972 | $3,769+323.8% | $5,538+188.4% | $6,261+155.1% |