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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 | $93,524 | $85,171+9.8% | $172,752-45.9% | $72,975+28.2% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.89% | 27.32%-7.4pp | 802.97%-783.1pp | 81.01%-61.1pp |
| Employer contribution / active EE | $3,976 | $3,324+19.6% | $5,144-22.7% | $2,440+62.9% |
| Participant deferral / active EE | $4,514 | $3,260+38.5% | $5,198-13.1% | $3,608+25.1% |
| Admin fee / account holder | $1,259 | $5,880-78.6% | $13,955-91.0% | $5,124-75.4% |