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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 | $125,871 | $106,280+18.4% | $96,538+30.4% | $139,487-9.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.56% | 38.48%-23.9pp | 35.74%-21.2pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,650 | $4,107-35.5% | $3,740-29.1% | $4,755-44.3% |
| Participant deferral / active EE | $8,639 | $5,457+58.3% | $4,880+77.0% | $6,713+28.7% |
| Admin fee / account holder | $22,187 | $7,888+181.3% | $6,737+229.3% | $11,407+94.5% |