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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 | $169,542 | $106,247+59.6% | $96,515+75.7% | $139,466+21.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.41% | 38.47%-21.1pp | 35.73%-18.3pp | 373.66%-356.3pp |
| Employer contribution / active EE | $34,152 | $4,106+731.8% | $3,740+813.3% | $4,754+618.4% |
| Participant deferral / active EE | $7,480 | $5,456+37.1% | $4,880+53.3% | $6,712+11.4% |
| Admin fee / account holder | $3,640 | $7,885-53.8% | $6,735-46.0% | $11,409-68.1% |