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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 | $157,861 | $154,193+2.4% | $130,045+21.4% | $139,466+13.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 16.72% | 32.51%-15.8pp | -137.30%+154.0pp | 373.66%-356.9pp |
| Employer contribution / active EE | $2,095 | $5,292-60.4% | $4,321-51.5% | $4,754-55.9% |
| Participant deferral / active EE | $14,226 | $6,709+112.1% | $5,820+144.4% | $6,712+112.0% |
| Admin fee / account holder | $2,596 | $13,989-81.4% | $10,600-75.5% | $11,409-77.2% |