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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 | $159,585 | $123,155+29.6% | $108,753+46.7% | $155,188+2.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 18.82% | 44.73%-25.9pp | 37.47%-18.6pp | 148.84%-130.0pp |
| Employer contribution / active EE | $6,272 | $2,811+123.1% | $2,427+158.5% | $4,248+47.7% |
| Participant deferral / active EE | $5,912 | $4,623+27.9% | $4,115+43.7% | $6,531-9.5% |
| Admin fee / account holder | $10,028 | $12,126-17.3% | $10,320-2.8% | $14,480-30.7% |