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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 | $167,677 | $85,030+97.2% | $70,525+137.8% | $139,427+20.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 13.03% | 30.35%-17.3pp | 32.76%-19.7pp | 373.27%-360.2pp |
| Employer contribution / active EE | $5,603 | $3,909+43.3% | $2,974+88.4% | $4,752+17.9% |
| Participant deferral / active EE | $7,224 | $5,891+22.6% | $4,567+58.2% | $6,711+7.6% |
| Admin fee / account holder | $33,157 | $8,908+272.2% | $6,413+417.0% | $11,404+190.7% |