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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 | $117,124 | $95,383+22.8% | $185,837-37.0% | $85,856+36.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.50% | 23.59%-8.1pp | 122.08%-106.6pp | 318.58%-303.1pp |
| Employer contribution / active EE | $4,042 | $3,313+22.0% | $5,168-21.8% | $2,565+57.6% |
| Participant deferral / active EE | $7,946 | $3,423+132.1% | $5,568+42.7% | $3,952+101.1% |
| Admin fee / account holder | $2,958 | $7,213-59.0% | $16,241-81.8% | $6,261-52.8% |