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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 | $156,138 | $106,280+46.9% | $96,538+61.7% | $139,487+11.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.65% | 38.48%-21.8pp | 35.74%-19.1pp | 373.84%-357.2pp |
| Employer contribution / active EE | $5,919 | $4,107+44.1% | $3,740+58.3% | $4,755+24.5% |
| Participant deferral / active EE | $6,396 | $5,457+17.2% | $4,880+31.0% | $6,713-4.7% |
| Admin fee / account holder | $2,180 | $7,888-72.4% | $6,737-67.6% | $11,407-80.9% |