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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 | $205,287 | $110,410+85.9% | $102,437+100.4% | $145,897+40.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.33% | 24.85%-15.5pp | 24.95%-15.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $3,138 | $4,217-25.6% | $3,871-18.9% | $4,663-32.7% |
| Participant deferral / active EE | $4,740 | $5,622-15.7% | $5,060-6.3% | $6,689-29.1% |
| Admin fee / account holder | $592 | $9,745-93.9% | $8,388-92.9% | $13,390-95.6% |