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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 | $157,505 | $102,938+53.0% | $94,105+67.4% | $138,895+13.4% |
| Participation rate | 100.0% | 74.6%+25.4pp | 71.9%+28.1pp | 79.9%+20.1pp |
| Annual return | 21.32% | 250.28%-229.0pp | 204.55%-183.2pp | 145.39%-124.1pp |
| Employer contribution / active EE | $1,879 | $2,732-31.2% | $2,504-25.0% | $4,194-55.2% |
| Participant deferral / active EE | $9,689 | $4,196+130.9% | $3,881+149.7% | $6,396+51.5% |
| Admin fee / account holder | $1,359 | $6,600-79.4% | $6,199-78.1% | $12,562-89.2% |