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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 | $153,548 | $95,406+60.9% | $185,849-17.4% | $85,847+78.9% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.75% | 23.59%-7.8pp | 122.10%-106.3pp | 318.61%-302.9pp |
| Employer contribution / active EE | $6,343 | $3,314+91.4% | $5,169+22.7% | $2,565+147.2% |
| Participant deferral / active EE | $5,400 | $3,424+57.7% | $5,569-3.0% | $3,952+36.6% |
| Admin fee / account holder | $1,486 | $7,214-79.4% | $16,244-90.9% | $6,261-76.3% |