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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 | $175,260 | $118,877+47.4% | $96,570+81.5% | $167,536+4.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 17.01% | 50.50%-33.5pp | 37.79%-20.8pp | 478.82%-461.8pp |
| Employer contribution / active EE | $4,488 | $3,121+43.8% | $2,357+90.4% | $4,839-7.3% |
| Participant deferral / active EE | $10,395 | $4,617+125.2% | $3,849+170.1% | $6,342+63.9% |
| Admin fee / account holder | $1,356 | $8,069-83.2% | $6,182-78.1% | $12,315-89.0% |