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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 | $87,938 | $91,198-3.6% | $178,503-50.7% | $79,856+10.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 17.12% | 24.20%-7.1pp | 151.12%-134.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $5,619 | $3,257+72.6% | $5,011+12.1% | $2,471+127.4% |
| Participant deferral / active EE | $4,837 | $3,237+49.5% | $5,202-7.0% | $3,741+29.3% |
| Admin fee / account holder | $19,406 | $6,748+187.6% | $13,987+38.7% | $5,306+265.7% |