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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 | $131,152 | $114,013+15.0% | $103,693+26.5% | $155,188-15.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 23.42% | 49.31%-25.9pp | 47.61%-24.2pp | 148.84%-125.4pp |
| Employer contribution / active EE | $3,688 | $3,131+17.8% | $2,920+26.3% | $4,248-13.2% |
| Participant deferral / active EE | $3,814 | $4,970-23.2% | $4,579-16.7% | $6,531-41.6% |
| Admin fee / account holder | $57,553 | $8,407+584.6% | $7,858+632.4% | $14,480+297.5% |