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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 | $139,807 | $122,962+13.7% | $71,585+95.3% | $138,895+0.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 9.33% | 37.84%-28.5pp | 59.26%-49.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $1,743 | $2,620-33.5% | $1,669+4.5% | $4,194-58.4% |
| Participant deferral / active EE | $3,083 | $4,311-28.5% | $2,923+5.5% | $6,396-51.8% |
| Admin fee / account holder | $4,079 | $6,488-37.1% | $4,712-13.4% | $12,562-67.5% |