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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 | $112,782 | $172,111-34.5% | $150,298-25.0% | $137,256-17.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.31% | 69.37%-55.1pp | 62.79%-48.5pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,342 | $4,636+79.9% | $4,154+100.8% | $4,156+100.7% |
| Participant deferral / active EE | $5,158 | $6,166-16.3% | $5,453-5.4% | $6,407-19.5% |
| Admin fee / account holder | $26,460 | $16,471+60.6% | $14,116+87.5% | $12,270+115.6% |