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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 | $160,569 | $105,160+52.7% | $94,679+69.6% | $139,456+15.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 32.27% | 38.04%-5.8pp | 156.75%-124.5pp | 373.45%-341.2pp |
| Employer contribution / active EE | $5,124 | $4,107+24.8% | $3,673+39.5% | $4,753+7.8% |
| Participant deferral / active EE | $11,169 | $7,599+47.0% | $7,417+50.6% | $6,711+66.4% |
| Admin fee / account holder | $4,991 | $8,988-44.5% | $7,233-31.0% | $11,407-56.2% |