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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 | $180,616 | $117,859+53.2% | $102,438+76.3% | $145,959+23.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.20% | 31.72%-17.5pp | 29.37%-15.2pp | 561.95%-547.7pp |
| Employer contribution / active EE | $1,655 | $3,615-54.2% | $3,024-45.3% | $4,661-64.5% |
| Participant deferral / active EE | $5,191 | $5,732-9.4% | $5,054+2.7% | $6,689-22.4% |
| Admin fee / account holder | $3,261 | $13,318-75.5% | $9,448-65.5% | $13,398-75.7% |