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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 | $124,536 | $102,385+21.6% | $147,080-15.3% | $80,935+53.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 12.36% | 135.09%-122.7pp | 420.17%-407.8pp | 35.66%-23.3pp |
| Employer contribution / active EE | $3,381 | $3,717-9.0% | $4,933-31.5% | $2,757+22.7% |
| Participant deferral / active EE | $8,947 | $6,651+34.5% | $8,066+10.9% | $4,299+108.1% |
| Admin fee / account holder | $26,119 | $7,951+228.5% | $12,989+101.1% | $6,924+277.2% |