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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 | $183,780 | $111,535+64.8% | $105,223+74.7% | $137,256+33.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.78% | 237.85%-222.1pp | 180.65%-164.9pp | 220.34%-204.6pp |
| Employer contribution / active EE | $6,403 | $3,939+62.5% | $3,689+73.6% | $4,156+54.1% |
| Participant deferral / active EE | $8,617 | $5,500+56.7% | $5,072+69.9% | $6,407+34.5% |
| Admin fee / account holder | $16,088 | $9,721+65.5% | $8,859+81.6% | $12,270+31.1% |