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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 | $197,572 | $117,829+67.7% | $102,423+92.9% | $145,877+35.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.32% | 31.83%-22.5pp | 29.42%-20.1pp | 551.28%-542.0pp |
| Employer contribution / active EE | $10,505 | $3,615+190.6% | $3,023+247.5% | $4,663+125.3% |
| Participant deferral / active EE | $10,803 | $5,732+88.5% | $5,054+113.7% | $6,691+61.5% |
| Admin fee / account holder | $309 | $13,335-97.7% | $9,455-96.7% | $13,402-97.7% |