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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 | $93,582 | $104,937-10.8% | $84,628+10.6% | $152,897-38.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 14.53% | 373.88%-359.3pp | 258.80%-244.3pp | 345.43%-330.9pp |
| Employer contribution / active EE | $4,339 | $3,303+31.4% | $2,653+63.6% | $4,764-8.9% |
| Participant deferral / active EE | $5,213 | $4,690+11.2% | $3,900+33.7% | $5,851-10.9% |
| Admin fee / account holder | $1,566 | $6,243-74.9% | $4,914-68.1% | $11,599-86.5% |