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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 | $154,714 | $117,829+31.3% | $102,423+51.1% | $145,877+6.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.34% | 31.83%-21.5pp | 29.42%-19.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $5,154 | $3,615+42.6% | $3,023+70.5% | $4,663+10.5% |
| Participant deferral / active EE | $9,312 | $5,732+62.4% | $5,054+84.2% | $6,691+39.2% |
| Admin fee / account holder | $7,626 | $13,335-42.8% | $9,455-19.3% | $13,402-43.1% |