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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 | $149,260 | $118,708+25.7% | $98,920+50.9% | $158,966-6.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 5.62% | 372.49%-366.9pp | 196.47%-190.8pp | 302.95%-297.3pp |
| Employer contribution / active EE | $3,430 | $3,334+2.9% | $2,689+27.5% | $4,762-28.0% |
| Participant deferral / active EE | $11,365 | $5,089+123.3% | $4,245+167.7% | $5,983+89.9% |
| Admin fee / account holder | $5,581 | $10,134-44.9% | $6,643-16.0% | $11,250-50.4% |