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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 | $132,283 | $86,298+53.3% | $111,308+18.8% | $85,847+54.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 15.35% | 19.99%-4.6pp | 54.67%-39.3pp | 318.61%-303.3pp |
| Employer contribution / active EE | $1,086 | $2,044-46.8% | $2,732-60.2% | $2,565-57.7% |
| Participant deferral / active EE | $4,934 | $3,641+35.5% | $4,487+10.0% | $3,952+24.9% |
| Admin fee / account holder | $11,391 | $8,189+39.1% | $7,965+43.0% | $6,261+81.9% |