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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 | $175,381 | $125,237+40.0% | $105,608+66.1% | $145,877+20.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.89% | 225.76%-213.9pp | 116.50%-104.6pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,633 | $3,720-29.2% | $3,167-16.9% | $4,663-43.5% |
| Participant deferral / active EE | $2,861 | $5,711-49.9% | $5,010-42.9% | $6,691-57.2% |
| Admin fee / account holder | $2,616 | $17,287-84.9% | $11,028-76.3% | $13,402-80.5% |