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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 | $145,730 | $78,690+85.2% | $161,489-9.8% | $87,485+66.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 22.64% | 32.74%-10.1pp | 89.72%-67.1pp | 26.06%-3.4pp |
| Employer contribution / active EE | $5,369 | $2,588+107.5% | $4,268+25.8% | $2,596+106.8% |
| Participant deferral / active EE | $2,916 | $3,311-11.9% | $5,630-48.2% | $4,274-31.8% |
| Admin fee / account holder | $17,704 | $6,724+163.3% | $16,006+10.6% | $7,775+127.7% |