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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 | $99,121 | $105,209-5.8% | $159,495-37.9% | $85,852+15.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 14.90% | 45.08%-30.2pp | 263.72%-248.8pp | 318.66%-303.8pp |
| Employer contribution / active EE | $4,649 | $3,319+40.0% | $4,831-3.8% | $2,566+81.2% |
| Participant deferral / active EE | $4,725 | $5,946-20.5% | $7,354-35.8% | $3,952+19.5% |
| Admin fee / account holder | $553 | $6,935-92.0% | $10,804-94.9% | $6,261-91.2% |