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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 | $124,217 | $116,203+6.9% | $93,621+32.7% | $152,909-18.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 19.23% | 35.96%-16.7pp | 32.76%-13.5pp | 345.46%-326.2pp |
| Employer contribution / active EE | $6,205 | $3,219+92.8% | $2,719+128.2% | $4,764+30.3% |
| Participant deferral / active EE | $9,398 | $4,605+104.1% | $4,070+130.9% | $5,851+60.6% |
| Admin fee / account holder | $5,636 | $10,751-47.6% | $7,890-28.6% | $11,601-51.4% |