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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 | $106,158 | $90,486+17.3% | $78,676+34.9% | $273,972-61.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.78% | 75.62%-70.8pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $10,496 | $3,175+230.6% | $2,850+268.3% | $4,869+115.6% |
| Participant deferral / active EE | $4,478 | $3,901+14.8% | $3,517+27.3% | $5,287-15.3% |
| Admin fee / account holder | $377 | $5,263-92.8% | $4,510-91.7% | $10,133-96.3% |