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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 | $125,241 | $112,935+10.9% | $90,970+37.7% | $158,966-21.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.04% | 215.79%-198.7pp | 134.58%-117.5pp | 302.95%-285.9pp |
| Employer contribution / active EE | $4,139 | $2,895+43.0% | $2,122+95.0% | $4,762-13.1% |
| Participant deferral / active EE | $13,483 | $4,129+226.6% | $3,373+299.7% | $5,983+125.3% |
| Admin fee / account holder | $832 | $8,045-89.7% | $5,960-86.0% | $11,250-92.6% |