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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 | $190,402 | $70,366+170.6% | $66,674+185.6% | $138,895+37.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.88% | 386.41%-367.5pp | 321.24%-302.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,743 | $2,765-0.8% | $2,620+4.7% | $4,194-34.6% |
| Participant deferral / active EE | $4,626 | $4,374+5.8% | $4,084+13.3% | $6,396-27.7% |
| Admin fee / account holder | $19,770 | $5,262+275.7% | $5,098+287.8% | $12,562+57.4% |