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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 | $155,812 | $112,933+38.0% | $90,970+71.3% | $158,982-2.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 16.25% | 215.82%-199.6pp | 134.60%-118.3pp | 302.99%-286.7pp |
| Employer contribution / active EE | $2,802 | $2,893-3.2% | $2,122+32.1% | $4,763-41.2% |
| Participant deferral / active EE | $7,567 | $4,128+83.3% | $3,373+124.4% | $5,983+26.5% |
| Admin fee / account holder | $780 | $8,047-90.3% | $5,961-86.9% | $11,252-93.1% |