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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 | $169,021 | $131,835+28.2% | $108,582+55.7% | $273,972-38.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.65% | -91.57%+100.2pp | -51.70%+60.3pp | 41.46%-32.8pp |
| Employer contribution / active EE | $14,278 | $4,913+190.6% | $3,758+279.9% | $4,869+193.3% |
| Participant deferral / active EE | $7,921 | $5,127+54.5% | $4,311+83.7% | $5,287+49.8% |
| Admin fee / account holder | $609 | $10,253-94.1% | $7,645-92.0% | $10,133-94.0% |