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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 | $174,674 | $117,829+48.2% | $102,423+70.5% | $145,877+19.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.09% | 31.83%-19.7pp | 29.42%-17.3pp | 551.28%-539.2pp |
| Employer contribution / active EE | $4,272 | $3,615+18.2% | $3,023+41.3% | $4,663-8.4% |
| Participant deferral / active EE | $6,808 | $5,732+18.8% | $5,054+34.7% | $6,691+1.8% |
| Admin fee / account holder | $36,453 | $13,335+173.4% | $9,455+285.6% | $13,402+172.0% |