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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 | $202,250 | $114,119+77.2% | $107,187+88.7% | $138,895+45.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.15% | 273.21%-258.1pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,443 | $4,059-39.8% | $3,782-35.4% | $4,194-41.8% |
| Participant deferral / active EE | $3,989 | $5,538-28.0% | $5,096-21.7% | $6,396-37.6% |
| Admin fee / account holder | $1,282 | $10,024-87.2% | $9,162-86.0% | $12,562-89.8% |