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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 | $165,026 | $96,965+70.2% | $97,995+68.4% | $147,586+11.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 13.54% | 24.11%-10.6pp | 23.94%-10.4pp | 578.59%-565.1pp |
| Employer contribution / active EE | $3,480 | $4,536-23.3% | $4,158-16.3% | $4,876-28.6% |
| Participant deferral / active EE | $8,292 | $5,081+63.2% | $5,097+62.7% | $5,439+52.5% |
| Admin fee / account holder | $5,785 | $8,120-28.8% | $5,943-2.7% | $10,886-46.9% |