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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 | $154,781 | $117,895+31.3% | $102,460+51.1% | $145,897+6.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.36% | 31.92%-20.6pp | 29.47%-18.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $7,248 | $3,619+100.3% | $3,025+139.6% | $4,663+55.5% |
| Participant deferral / active EE | $6,123 | $5,736+6.7% | $5,056+21.1% | $6,689-8.5% |
| Admin fee / account holder | $584 | $13,353-95.6% | $9,460-93.8% | $13,390-95.6% |