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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 | $80,288 | $78,707+2.0% | $117,861-31.9% | $70,126+14.5% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 16.50% | 23.30%-6.8pp | 335.11%-318.6pp | 73.15%-56.7pp |
| Employer contribution / active EE | $5,332 | $2,223+139.8% | $3,786+40.8% | $2,343+127.6% |
| Participant deferral / active EE | $2,649 | $3,297-19.7% | $4,482-40.9% | $3,332-20.5% |
| Admin fee / account holder | $10,643 | $5,066+110.1% | $8,021+32.7% | $4,645+129.1% |