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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 | $156,869 | $91,179+72.0% | $178,499-12.1% | $79,852+96.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 16.63% | 24.19%-7.6pp | 151.10%-134.5pp | 31.72%-15.1pp |
| Employer contribution / active EE | $5,001 | $3,256+53.6% | $5,011-0.2% | $2,471+102.4% |
| Participant deferral / active EE | $8,433 | $3,236+160.6% | $5,202+62.1% | $3,740+125.4% |
| Admin fee / account holder | $4,760 | $6,749-29.5% | $13,986-66.0% | $5,306-10.3% |