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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 | $197,943 | $97,750+102.5% | $103,464+91.3% | $145,959+35.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 25.43%-12.3pp | 23.91%-10.8pp | 561.95%-548.8pp |
| Employer contribution / active EE | $9,649 | $4,685+106.0% | $4,677+106.3% | $4,661+107.0% |
| Participant deferral / active EE | $8,309 | $6,603+25.8% | $6,624+25.5% | $6,689+24.2% |
| Admin fee / account holder | $3,383 | $12,515-73.0% | $9,410-64.1% | $13,398-74.8% |