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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 | $177,456 | $117,829+50.6% | $102,423+73.3% | $145,877+21.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.28% | 31.83%-16.6pp | 29.42%-14.1pp | 551.28%-536.0pp |
| Employer contribution / active EE | $12,590 | $3,615+248.3% | $3,023+316.5% | $4,663+170.0% |
| Participant deferral / active EE | $11,552 | $5,732+101.5% | $5,054+128.6% | $6,691+72.7% |
| Admin fee / account holder | $22,806 | $13,335+71.0% | $9,455+141.2% | $13,402+70.2% |