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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 | $201,023 | $123,155+63.2% | $108,753+84.8% | $155,188+29.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 10.02% | 44.73%-34.7pp | 37.47%-27.4pp | 148.84%-138.8pp |
| Employer contribution / active EE | $3,433 | $2,811+22.1% | $2,427+41.5% | $4,248-19.2% |
| Participant deferral / active EE | $10,675 | $4,623+130.9% | $4,115+159.4% | $6,531+63.4% |
| Admin fee / account holder | $1,518 | $12,126-87.5% | $10,320-85.3% | $14,480-89.5% |