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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 | $162,294 | $87,166+86.2% | $76,735+111.5% | $137,256+18.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 13.17% | 26.50%-13.3pp | 29.77%-16.6pp | 220.34%-207.2pp |
| Employer contribution / active EE | $6,458 | $2,904+122.4% | $2,454+163.2% | $4,156+55.4% |
| Participant deferral / active EE | $3,768 | $4,726-20.3% | $4,088-7.8% | $6,407-41.2% |
| Admin fee / account holder | $5,469 | $8,403-34.9% | $7,189-23.9% | $12,270-55.4% |