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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 | $199,963 | $98,240+103.5% | $82,312+142.9% | $147,586+35.5% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 15.49% | 30.85%-15.4pp | 25.88%-10.4pp | 578.59%-563.1pp |
| Employer contribution / active EE | $9,335 | $3,192+192.5% | $2,428+284.4% | $4,876+91.4% |
| Participant deferral / active EE | $7,883 | $4,383+79.9% | $3,706+112.7% | $5,439+44.9% |
| Admin fee / account holder | $1,790 | $8,563-79.1% | $5,608-68.1% | $10,886-83.6% |