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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 | $155,716 | $95,406+63.2% | $185,849-16.2% | $85,847+81.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 25.59% | 23.59%+2.0pp | 122.10%-96.5pp | 318.61%-293.0pp |
| Employer contribution / active EE | $6,342 | $3,314+91.4% | $5,169+22.7% | $2,565+147.2% |
| Participant deferral / active EE | $4,388 | $3,424+28.2% | $5,569-21.2% | $3,952+11.0% |
| Admin fee / account holder | $5,258 | $7,214-27.1% | $16,244-67.6% | $6,261-16.0% |