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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 | $118,084 | $90,486+30.5% | $78,676+50.1% | $273,972-56.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.22% | 75.62%-69.4pp | 62.19%-56.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $1,900 | $3,175-40.2% | $2,850-33.3% | $4,869-61.0% |
| Participant deferral / active EE | $2,356 | $3,901-39.6% | $3,517-33.0% | $5,287-55.4% |
| Admin fee / account holder | $47,709 | $5,263+806.5% | $4,510+957.9% | $10,133+370.9% |