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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 | $100,399 | $77,908+28.9% | $149,696-32.9% | $75,173+33.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 15.22% | 31.73%-16.5pp | 134.46%-119.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $3,590 | $3,138+14.4% | $4,821-25.5% | $2,671+34.4% |
| Participant deferral / active EE | $4,147 | $3,411+21.6% | $5,682-27.0% | $4,126+0.5% |
| Admin fee / account holder | $4,442 | $5,950-25.3% | $13,212-66.4% | $5,651-21.4% |