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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 | $168,850 | $127,790+32.1% | $106,554+58.5% | $167,553+0.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 9.48% | 33.88%-24.4pp | 26.80%-17.3pp | 478.89%-469.4pp |
| Employer contribution / active EE | $22,676 | $3,427+561.6% | $2,819+704.3% | $4,840+368.6% |
| Participant deferral / active EE | $17,874 | $5,088+251.3% | $4,398+306.4% | $6,343+181.8% |
| Admin fee / account holder | $2,326 | $11,231-79.3% | $7,408-68.6% | $12,316-81.1% |