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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 | $144,955 | $98,760+46.8% | $149,715-3.2% | $79,858+81.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.15% | 27.43%-13.3pp | 276.66%-262.5pp | 31.72%-17.6pp |
| Employer contribution / active EE | $4,151 | $3,217+29.0% | $4,645-10.6% | $2,471+68.0% |
| Participant deferral / active EE | $8,409 | $5,681+48.0% | $6,842+22.9% | $3,740+124.8% |
| Admin fee / account holder | $4,087 | $6,053-32.5% | $9,310-56.1% | $5,306-23.0% |