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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 | $154,179 | $147,556+4.5% | $129,031+19.5% | $198,609-22.4% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 19.03% | 37.41%-18.4pp | 34.67%-15.6pp | 202.70%-183.7pp |
| Employer contribution / active EE | $6,822 | $3,645+87.2% | $3,226+111.5% | $5,055+34.9% |
| Participant deferral / active EE | $11,914 | $5,760+106.9% | $5,217+128.4% | $6,977+70.8% |
| Admin fee / account holder | $4,552 | $15,467-70.6% | $13,208-65.5% | $19,030-76.1% |