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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 | $89,469 | $83,337+7.4% | $67,834+31.9% | $273,972-67.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 21.92% | 259.45%-237.5pp | 138.47%-116.6pp | 41.46%-19.5pp |
| Employer contribution / active EE | $2,770 | $3,287-15.7% | $2,403+15.3% | $4,869-43.1% |
| Participant deferral / active EE | $7,567 | $4,088+85.1% | $3,160+139.5% | $5,287+43.1% |
| Admin fee / account holder | $21,049 | $6,752+211.8% | $4,622+355.4% | $10,133+107.7% |