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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 | $149,608 | $88,996+68.1% | $78,004+91.8% | $138,895+7.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 15.52% | 28.03%-12.5pp | 31.07%-15.5pp | 145.39%-129.9pp |
| Employer contribution / active EE | $10,229 | $2,917+250.7% | $2,469+314.3% | $4,194+143.9% |
| Participant deferral / active EE | $7,808 | $4,724+65.3% | $4,092+90.8% | $6,396+22.1% |
| Admin fee / account holder | $4,367 | $8,807-50.4% | $7,578-42.4% | $12,562-65.2% |