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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 | $156,028 | $91,198+71.1% | $178,503-12.6% | $79,856+95.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.00% | 24.20%-5.2pp | 151.12%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $5,379 | $3,257+65.2% | $5,011+7.3% | $2,471+117.7% |
| Participant deferral / active EE | $5,221 | $3,237+61.3% | $5,202+0.4% | $3,741+39.6% |
| Admin fee / account holder | $11,859 | $6,748+75.7% | $13,987-15.2% | $5,306+123.5% |