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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 | $172,908 | $116,203+48.8% | $93,621+84.7% | $152,909+13.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 23.07% | 35.96%-12.9pp | 32.76%-9.7pp | 345.46%-322.4pp |
| Employer contribution / active EE | $10,345 | $3,219+221.3% | $2,719+280.5% | $4,764+117.1% |
| Participant deferral / active EE | $8,697 | $4,605+88.9% | $4,070+113.7% | $5,851+48.6% |
| Admin fee / account holder | $844 | $10,751-92.1% | $7,890-89.3% | $11,601-92.7% |