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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 | $151,224 | $84,233+79.5% | $170,436-11.3% | $70,131+115.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.96% | 23.06%-10.1pp | 205.94%-193.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $3,259 | $3,387-3.8% | $5,433-40.0% | $2,342+39.1% |
| Participant deferral / active EE | $5,473 | $3,086+77.4% | $4,939+10.8% | $3,332+64.3% |
| Admin fee / account holder | $680 | $5,698-88.1% | $13,880-95.1% | $4,645-85.4% |