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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 | $151,643 | $201,372-24.7% | $184,260-17.7% | $145,884+3.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.95% | 29.04%-13.1pp | 28.84%-12.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,354 | $7,024-9.5% | $6,427-1.1% | $4,662+36.3% |
| Participant deferral / active EE | $13,213 | $9,808+34.7% | $9,133+44.7% | $6,690+97.5% |
| Admin fee / account holder | $46,873 | $16,362+186.5% | $13,898+237.3% | $13,392+250.0% |