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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 | $139,571 | $85,060+64.1% | $70,565+97.8% | $139,487+0.1% |
| Participation rate | 95.5% | 73.9%+21.5pp | 68.4%+27.1pp | 80.3%+15.1pp |
| Annual return | 15.48% | 30.39%-14.9pp | 32.79%-17.3pp | 373.84%-358.4pp |
| Employer contribution / active EE | $2,580 | $3,912-34.0% | $2,976-13.3% | $4,755-45.7% |
| Participant deferral / active EE | $5,577 | $5,891-5.3% | $4,568+22.1% | $6,713-16.9% |
| Admin fee / account holder | $2,649 | $8,932-70.3% | $6,430-58.8% | $11,407-76.8% |