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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 | $146,455 | $115,780+26.5% | $101,255+44.6% | $158,931-7.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 24.78% | 56.14%-31.4pp | 46.48%-21.7pp | 302.86%-278.1pp |
| Employer contribution / active EE | $3,058 | $4,175-26.7% | $3,660-16.4% | $4,761-35.8% |
| Participant deferral / active EE | $6,345 | $4,958+28.0% | $4,370+45.2% | $5,982+6.1% |
| Admin fee / account holder | $5,453 | $7,246-24.7% | $5,946-8.3% | $11,247-51.5% |