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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 | $102,731 | $77,908+31.9% | $149,696-31.4% | $75,173+36.7% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.66% | 31.73%-17.1pp | 134.46%-119.8pp | 160.72%-146.1pp |
| Employer contribution / active EE | $2,570 | $3,138-18.1% | $4,821-46.7% | $2,671-3.8% |
| Participant deferral / active EE | $7,514 | $3,411+120.3% | $5,682+32.2% | $4,126+82.1% |
| Admin fee / account holder | $18,702 | $5,950+214.3% | $13,212+41.6% | $5,651+231.0% |