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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 | $156,270 | $99,994+56.3% | $146,643+6.6% | $85,847+82.0% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 11.28% | 18.93%-7.7pp | 22.75%-11.5pp | 318.61%-307.3pp |
| Employer contribution / active EE | $3,454 | $2,559+35.0% | $4,137-16.5% | $2,565+34.7% |
| Participant deferral / active EE | $5,300 | $4,006+32.3% | $5,506-3.8% | $3,952+34.1% |
| Admin fee / account holder | $6,431 | $7,703-16.5% | $10,280-37.4% | $6,261+2.7% |