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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 | $120,122 | $96,524+24.4% | $75,900+58.3% | $152,909-21.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 14.79% | 33.93%-19.1pp | 30.73%-15.9pp | 345.46%-330.7pp |
| Employer contribution / active EE | $3,841 | $3,311+16.0% | $2,501+53.6% | $4,764-19.4% |
| Participant deferral / active EE | $4,027 | $4,554-11.6% | $3,604+11.8% | $5,851-31.2% |
| Admin fee / account holder | $3,141 | $8,082-61.1% | $5,421-42.1% | $11,601-72.9% |