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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 | $159,399 | $96,965+64.4% | $97,995+62.7% | $147,586+8.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 17.26% | 24.11%-6.9pp | 23.94%-6.7pp | 578.59%-561.3pp |
| Employer contribution / active EE | $8,702 | $4,536+91.8% | $4,158+109.3% | $4,876+78.5% |
| Participant deferral / active EE | $6,976 | $5,081+37.3% | $5,097+36.9% | $5,439+28.3% |
| Admin fee / account holder | $6,961 | $8,120-14.3% | $5,943+17.1% | $10,886-36.1% |