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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 | $125,577 | $91,179+37.7% | $178,499-29.6% | $79,852+57.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.98% | 24.19%-11.2pp | 151.10%-138.1pp | 31.72%-18.7pp |
| Employer contribution / active EE | $2,285 | $3,256-29.8% | $5,011-54.4% | $2,471-7.5% |
| Participant deferral / active EE | $5,682 | $3,236+75.6% | $5,202+9.2% | $3,740+51.9% |
| Admin fee / account holder | $29,051 | $6,749+330.5% | $13,986+107.7% | $5,306+447.5% |