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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 | $110,555 | $134,817-18.0% | $123,973-10.8% | $155,188-28.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.64% | 515.49%-494.9pp | 388.13%-367.5pp | 148.84%-128.2pp |
| Employer contribution / active EE | $4,754 | $4,425+7.4% | $4,126+15.2% | $4,248+11.9% |
| Participant deferral / active EE | $5,245 | $5,706-8.1% | $5,2470% | $6,531-19.7% |
| Admin fee / account holder | $3,715 | $13,245-72.0% | $11,799-68.5% | $14,480-74.3% |