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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 | $150,136 | $106,280+41.3% | $96,538+55.5% | $139,487+7.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.91% | 38.48%-19.6pp | 35.74%-16.8pp | 373.84%-354.9pp |
| Employer contribution / active EE | $3,590 | $4,107-12.6% | $3,740-4.0% | $4,755-24.5% |
| Participant deferral / active EE | $5,172 | $5,457-5.2% | $4,880+6.0% | $6,713-22.9% |
| Admin fee / account holder | $1,084 | $7,888-86.3% | $6,737-83.9% | $11,407-90.5% |