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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 | $89,639 | $56,134+59.7% | $96,161-6.8% | $85,856+4.4% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 17.80% | 42.30%-24.5pp | 192.01%-174.2pp | 318.58%-300.8pp |
| Employer contribution / active EE | $4,326 | $1,620+167.0% | $2,798+54.6% | $2,565+68.6% |
| Participant deferral / active EE | $2,973 | $2,858+4.0% | $4,349-31.6% | $3,952-24.8% |
| Admin fee / account holder | $6,481 | $3,769+71.9% | $5,538+17.0% | $6,261+3.5% |