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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 | $150,303 | $137,414+9.4% | $189,545-20.7% | $85,851+75.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 17.22% | 38.14%-20.9pp | 555.36%-538.1pp | 318.63%-301.4pp |
| Employer contribution / active EE | $1,793 | $4,344-58.7% | $6,162-70.9% | $2,565-30.1% |
| Participant deferral / active EE | $5,753 | $6,260-8.1% | $8,220-30.0% | $3,952+45.6% |
| Admin fee / account holder | $1,328 | $8,630-84.6% | $12,049-89.0% | $6,261-78.8% |