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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 | $147,230 | $99,994+47.2% | $146,643+0.4% | $85,847+71.5% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 17.28% | 18.93%-1.7pp | 22.75%-5.5pp | 318.61%-301.3pp |
| Employer contribution / active EE | $3,261 | $2,559+27.4% | $4,137-21.2% | $2,565+27.1% |
| Participant deferral / active EE | $3,472 | $4,006-13.3% | $5,506-36.9% | $3,952-12.2% |
| Admin fee / account holder | $15,561 | $7,703+102.0% | $10,280+51.4% | $6,261+148.5% |