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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 | $199,385 | $116,175+71.6% | $93,609+113.0% | $152,870+30.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 18.76% | 35.96%-17.2pp | 32.76%-14.0pp | 345.34%-326.6pp |
| Employer contribution / active EE | $4,245 | $3,218+31.9% | $2,718+56.2% | $4,763-10.9% |
| Participant deferral / active EE | $4,909 | $4,603+6.6% | $4,069+20.7% | $5,850-16.1% |
| Admin fee / account holder | $3,617 | $10,748-66.3% | $7,889-54.1% | $11,597-68.8% |