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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 | $171,662 | $152,612+12.5% | $125,192+37.1% | $152,897+12.3% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 11.13% | 54.85%-43.7pp | 43.79%-32.7pp | 345.43%-334.3pp |
| Employer contribution / active EE | $3,970 | $4,947-19.8% | $3,866+2.7% | $4,764-16.7% |
| Participant deferral / active EE | $11,716 | $5,868+99.6% | $4,937+137.3% | $5,851+100.2% |
| Admin fee / account holder | $1,537 | $13,437-88.6% | $9,704-84.2% | $11,599-86.7% |