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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 | $158,095 | $209,336-24.5% | $197,124-19.8% | $137,256+15.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.65% | 48.09%-33.4pp | 44.34%-29.7pp | 220.34%-205.7pp |
| Employer contribution / active EE | $7,565 | $6,591+14.8% | $6,227+21.5% | $4,156+82.0% |
| Participant deferral / active EE | $6,536 | $9,614-32.0% | $9,135-28.4% | $6,407+2.0% |
| Admin fee / account holder | $4,507 | $17,308-74.0% | $16,298-72.3% | $12,270-63.3% |