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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 | $189,034 | $106,280+77.9% | $96,538+95.8% | $139,487+35.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.03% | 38.48%-19.4pp | 35.74%-16.7pp | 373.84%-354.8pp |
| Employer contribution / active EE | $3,376 | $4,107-17.8% | $3,740-9.7% | $4,755-29.0% |
| Participant deferral / active EE | $18,268 | $5,457+234.8% | $4,880+274.3% | $6,713+172.1% |
| Admin fee / account holder | $27,096 | $7,888+243.5% | $6,737+302.2% | $11,407+137.5% |