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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 | $138,075 | $91,198+51.4% | $178,503-22.6% | $79,856+72.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.70% | 24.20%-11.5pp | 151.12%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $5,529 | $3,257+69.8% | $5,011+10.3% | $2,471+123.7% |
| Participant deferral / active EE | $3,121 | $3,237-3.6% | $5,202-40.0% | $3,741-16.6% |
| Admin fee / account holder | $918 | $6,748-86.4% | $13,987-93.4% | $5,306-82.7% |