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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 | $78,400 | $81,233-3.5% | $155,567-49.6% | $80,874-3.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 14.16% | 33.33%-19.2pp | 64.74%-50.6pp | 35.62%-21.5pp |
| Employer contribution / active EE | $5,725 | $3,101+84.6% | $4,674+22.5% | $2,756+107.8% |
| Participant deferral / active EE | $5,434 | $3,452+57.4% | $5,628-3.4% | $4,297+26.5% |
| Admin fee / account holder | $4,106 | $7,998-48.7% | $15,916-74.2% | $6,935-40.8% |