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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 | $189,493 | $96,524+96.3% | $75,900+149.7% | $152,909+23.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 15.86% | 33.93%-18.1pp | 30.73%-14.9pp | 345.46%-329.6pp |
| Employer contribution / active EE | $12,438 | $3,311+275.7% | $2,501+397.3% | $4,764+161.1% |
| Participant deferral / active EE | $5,639 | $4,554+23.8% | $3,604+56.5% | $5,851-3.6% |
| Admin fee / account holder | $4,213 | $8,082-47.9% | $5,421-22.3% | $11,601-63.7% |