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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 | $165,863 | $117,859+40.7% | $102,438+61.9% | $145,959+13.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 31.72%-22.4pp | 29.37%-20.0pp | 561.95%-552.6pp |
| Employer contribution / active EE | $5,976 | $3,615+65.3% | $3,024+97.6% | $4,661+28.2% |
| Participant deferral / active EE | $19,983 | $5,732+248.6% | $5,054+295.4% | $6,689+198.8% |
| Admin fee / account holder | $50,158 | $13,318+276.6% | $9,448+430.9% | $13,398+274.4% |