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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 | $151,606 | $124,351+21.9% | $109,188+38.8% | $167,553-9.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.07% | 26.04%-16.0pp | 25.76%-15.7pp | 478.89%-468.8pp |
| Employer contribution / active EE | $5,132 | $4,210+21.9% | $3,723+37.8% | $4,840+6.0% |
| Participant deferral / active EE | $5,965 | $5,257+13.5% | $4,654+28.2% | $6,343-6.0% |
| Admin fee / account holder | $7,144 | $7,975-10.4% | $6,755+5.8% | $12,316-42.0% |