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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 | $134,050 | $81,696+64.1% | $70,494+90.2% | $158,982-15.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 15.46% | 208.70%-193.2pp | 109.16%-93.7pp | 302.99%-287.5pp |
| Employer contribution / active EE | $5,612 | $3,220+74.3% | $2,738+104.9% | $4,763+17.8% |
| Participant deferral / active EE | $10,136 | $4,558+122.4% | $3,711+173.2% | $5,983+69.4% |
| Admin fee / account holder | $4,022 | $6,200-35.1% | $3,848+4.5% | $11,252-64.3% |