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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 | $152,822 | $68,681+122.5% | $86,625+76.4% | $85,851+78.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 13.62% | 20.12%-6.5pp | 63.52%-49.9pp | 318.63%-305.0pp |
| Employer contribution / active EE | $2,923 | $1,880+55.5% | $2,496+17.1% | $2,565+13.9% |
| Participant deferral / active EE | $5,362 | $2,919+83.7% | $3,700+44.9% | $3,952+35.7% |
| Admin fee / account holder | $4,097 | $5,974-31.4% | $5,830-29.7% | $6,261-34.6% |