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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 | $155,896 | $58,099+168.3% | $76,902+102.7% | $75,177+107.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 17.52% | 26.71%-9.2pp | 37.91%-20.4pp | 160.75%-143.2pp |
| Employer contribution / active EE | $3,000 | $1,996+50.4% | $2,534+18.4% | $2,671+12.3% |
| Participant deferral / active EE | $5,570 | $2,999+85.7% | $3,833+45.3% | $4,126+35.0% |
| Admin fee / account holder | $6,842 | $4,778+43.2% | $5,479+24.9% | $5,651+21.1% |