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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 | $176,083 | $113,338+55.4% | $94,993+85.4% | $147,586+19.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.17% | 20.80%-7.6pp | 27.14%-14.0pp | 578.59%-565.4pp |
| Employer contribution / active EE | $4,492 | $3,160+42.1% | $2,603+72.6% | $4,876-7.9% |
| Participant deferral / active EE | $4,320 | $3,777+14.4% | $3,317+30.2% | $5,439-20.6% |
| Admin fee / account holder | $3,402 | $6,063-43.9% | $4,960-31.4% | $10,886-68.8% |