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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 | $152,943 | $171,492-10.8% | $150,734+1.5% | $198,609-23.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.40% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $4,661 | $5,470-14.8% | $4,918-5.2% | $5,055-7.8% |
| Participant deferral / active EE | $18,577 | $6,259+196.8% | $5,610+231.2% | $6,977+166.3% |
| Admin fee / account holder | $6,865 | $17,628-61.1% | $14,905-53.9% | $19,030-63.9% |