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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 | $152,704 | $232,540-34.3% | $185,117-17.5% | $147,586+3.5% |
| Participation rate | 95.2% | 82.4%+12.9pp | 77.3%+18.0pp | 82.8%+12.4pp |
| Annual return | 22.02% | 43.03%-21.0pp | 40.50%-18.5pp | 578.59%-556.6pp |
| Employer contribution / active EE | $10,379 | $5,195+99.8% | $4,182+148.2% | $4,876+112.8% |
| Participant deferral / active EE | $8,985 | $5,834+54.0% | $5,045+78.1% | $5,439+65.2% |
| Admin fee / account holder | $1,904 | $10,275-81.5% | $8,159-76.7% | $10,886-82.5% |