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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 | $110,825 | $108,882+1.8% | $96,754+14.5% | $154,746-28.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 14.82% | 98.39%-83.6pp | 82.04%-67.2pp | 172.34%-157.5pp |
| Employer contribution / active EE | $7,586 | $3,018+151.3% | $2,679+183.1% | $4,379+73.2% |
| Participant deferral / active EE | $4,270 | $5,323-19.8% | $4,758-10.3% | $6,730-36.6% |
| Admin fee / account holder | $954 | $10,200-90.6% | $8,905-89.3% | $14,365-93.4% |