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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 | $235,605 | $111,814+110.7% | $103,374+127.9% | $145,959+61.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 24.77%-12.6pp | 24.89%-12.7pp | 561.95%-549.8pp |
| Employer contribution / active EE | $4,285 | $4,214+1.7% | $3,869+10.7% | $4,661-8.1% |
| Participant deferral / active EE | $8,147 | $5,618+45.0% | $5,058+61.1% | $6,689+21.8% |
| Admin fee / account holder | $30,801 | $9,754+215.8% | $8,394+266.9% | $13,398+129.9% |