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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 | $112,219 | $116,203-3.4% | $93,621+19.9% | $152,909-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.42% | 35.96%-11.5pp | 32.76%-8.3pp | 345.46%-321.0pp |
| Employer contribution / active EE | $5,883 | $3,219+82.8% | $2,719+116.4% | $4,764+23.5% |
| Participant deferral / active EE | $5,465 | $4,605+18.7% | $4,070+34.3% | $5,851-6.6% |
| Admin fee / account holder | $1,633 | $10,751-84.8% | $7,890-79.3% | $11,601-85.9% |