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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 | $194,367 | $154,159+26.1% | $130,026+49.5% | $139,456+39.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 15.77% | 32.50%-16.7pp | -137.26%+153.0pp | 373.45%-357.7pp |
| Employer contribution / active EE | $3,343 | $5,292-36.8% | $4,321-22.6% | $4,753-29.7% |
| Participant deferral / active EE | $9,021 | $6,710+34.4% | $5,821+55.0% | $6,711+34.4% |
| Admin fee / account holder | $5,432 | $14,001-61.2% | $10,608-48.8% | $11,407-52.4% |