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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 | $127,794 | $117,895+8.4% | $102,460+24.7% | $145,897-12.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.91% | 31.92%-17.0pp | 29.47%-14.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $6,022 | $3,619+66.4% | $3,025+99.1% | $4,663+29.2% |
| Participant deferral / active EE | $6,529 | $5,736+13.8% | $5,056+29.1% | $6,689-2.4% |
| Admin fee / account holder | $688 | $13,353-94.8% | $9,460-92.7% | $13,390-94.9% |