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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 | $141,460 | $78,690+79.8% | $161,489-12.4% | $87,485+61.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 15.80% | 32.74%-16.9pp | 89.72%-73.9pp | 26.06%-10.3pp |
| Employer contribution / active EE | $4,111 | $2,588+58.8% | $4,268-3.7% | $2,596+58.4% |
| Participant deferral / active EE | $7,557 | $3,311+128.3% | $5,630+34.2% | $4,274+76.8% |
| Admin fee / account holder | $4,749 | $6,724-29.4% | $16,006-70.3% | $7,775-38.9% |