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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 | $112,370 | $118,877-5.5% | $96,570+16.4% | $167,536-32.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.55% | 50.50%-38.0pp | 37.79%-25.2pp | 478.82%-466.3pp |
| Employer contribution / active EE | $4,502 | $3,121+44.3% | $2,357+91.0% | $4,839-7.0% |
| Participant deferral / active EE | $3,369 | $4,617-27.0% | $3,849-12.5% | $6,342-46.9% |
| Admin fee / account holder | $1,138 | $8,069-85.9% | $6,182-81.6% | $12,315-90.8% |