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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 | $147,031 | $77,814+89.0% | $158,223-7.1% | $86,983+69.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 14.94% | 30.54%-15.6pp | 52.09%-37.1pp | 25.83%-10.9pp |
| Employer contribution / active EE | $1,988 | $2,592-23.3% | $4,109-51.6% | $2,584-23.1% |
| Participant deferral / active EE | $7,366 | $3,270+125.3% | $5,467+34.7% | $4,194+75.6% |
| Admin fee / account holder | $61,428 | $5,879+944.8% | $16,047+282.8% | $7,856+681.9% |