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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 | $184,747 | $110,410+67.3% | $102,437+80.4% | $145,897+26.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.08% | 24.85%-15.8pp | 24.95%-15.9pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,748 | $4,217-58.6% | $3,871-54.8% | $4,663-62.5% |
| Participant deferral / active EE | $16,406 | $5,622+191.8% | $5,060+224.2% | $6,689+145.3% |
| Admin fee / account holder | $2,060 | $9,745-78.9% | $8,388-75.4% | $13,390-84.6% |