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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 | $152,395 | $183,516-17.0% | $155,534-2.0% | $145,884+4.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.38% | 61.43%-41.0pp | 64.92%-44.5pp | 551.85%-531.5pp |
| Employer contribution / active EE | $6,604 | $5,315+24.3% | $4,675+41.3% | $4,662+41.6% |
| Participant deferral / active EE | $4,640 | $6,467-28.2% | $5,630-17.6% | $6,690-30.6% |
| Admin fee / account holder | $1,623 | $19,293-91.6% | $15,900-89.8% | $13,392-87.9% |