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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 | $141,887 | $111,785+26.9% | $93,669+51.5% | $145,877-2.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 15.03% | 203.79%-188.8pp | 133.59%-118.6pp | 551.28%-536.2pp |
| Employer contribution / active EE | $5,269 | $3,096+70.2% | $2,424+117.4% | $4,663+13.0% |
| Participant deferral / active EE | $3,464 | $4,919-29.6% | $4,416-21.6% | $6,691-48.2% |
| Admin fee / account holder | $2,534 | $10,256-75.3% | $8,291-69.4% | $13,402-81.1% |