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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 | $130,006 | $73,955+75.8% | $96,520+34.7% | $75,181+72.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.86% | 26.72%-11.9pp | 35.72%-20.9pp | 160.69%-145.8pp |
| Employer contribution / active EE | $2,029 | $2,930-30.8% | $3,739-45.7% | $2,671-24.0% |
| Participant deferral / active EE | $2,900 | $3,659-20.8% | $4,879-40.6% | $4,126-29.7% |
| Admin fee / account holder | $31,273 | $5,217+499.4% | $6,733+364.5% | $5,650+453.5% |