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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 | $128,170 | $112,099+14.3% | $95,954+33.6% | $158,931-19.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 19.41% | 171.12%-151.7pp | 91.62%-72.2pp | 302.86%-283.4pp |
| Employer contribution / active EE | $3,281 | $3,198+2.6% | $2,541+29.1% | $4,761-31.1% |
| Participant deferral / active EE | $10,064 | $4,784+110.4% | $4,167+141.5% | $5,982+68.2% |
| Admin fee / account holder | $17,805 | $10,132+75.7% | $6,796+162.0% | $11,247+58.3% |