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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 | $199,639 | $152,612+30.8% | $125,192+59.5% | $152,897+30.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.06% | 54.85%-37.8pp | 43.79%-26.7pp | 345.43%-328.4pp |
| Employer contribution / active EE | $4,247 | $4,947-14.2% | $3,866+9.8% | $4,764-10.9% |
| Participant deferral / active EE | $10,348 | $5,868+76.3% | $4,937+109.6% | $5,851+76.8% |
| Admin fee / account holder | $1,177 | $13,437-91.2% | $9,704-87.9% | $11,599-89.9% |