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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 | $75,132 | $112,935-33.5% | $90,970-17.4% | $158,966-52.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 10.47% | 215.79%-205.3pp | 134.58%-124.1pp | 302.95%-292.5pp |
| Employer contribution / active EE | $3,969 | $2,895+37.1% | $2,122+87.0% | $4,762-16.7% |
| Participant deferral / active EE | $5,217 | $4,129+26.3% | $3,373+54.6% | $5,983-12.8% |
| Admin fee / account holder | $2,768 | $8,045-65.6% | $5,960-53.6% | $11,250-75.4% |