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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 | $131,828 | $97,125+35.7% | $86,233+52.9% | $137,256-4.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 24.00% | 74.19%-50.2pp | 61.39%-37.4pp | 220.34%-196.3pp |
| Employer contribution / active EE | $34,596 | $2,841+1117.6% | $2,504+1281.5% | $4,156+732.4% |
| Participant deferral / active EE | $11,625 | $5,180+124.4% | $4,559+155.0% | $6,407+81.4% |
| Admin fee / account holder | $3,064 | $9,725-68.5% | $8,342-63.3% | $12,270-75.0% |