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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 | $172,248 | $75,832+127.1% | $147,617+16.7% | $59,633+188.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 4.38% | 0.37%+4.0pp | 61.98%-57.6pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $5,291 | $3,485+51.8% | $5,564-4.9% | $2,203+140.2% |
| Participant deferral / active EE | $4,544 | $3,131+45.1% | $4,895-7.2% | $3,192+42.4% |
| Admin fee / account holder | $747 | $5,986-87.5% | $11,612-93.6% | $4,297-82.6% |