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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 | $182,835 | $110,212+65.9% | $96,534+89.4% | $139,466+31.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 10.82% | 26.42%-15.6pp | 25.88%-15.1pp | 373.66%-362.8pp |
| Employer contribution / active EE | $4,555 | $3,620+25.8% | $2,965+53.6% | $4,754-4.2% |
| Participant deferral / active EE | $4,861 | $5,547-12.4% | $4,851+0.2% | $6,712-27.6% |
| Admin fee / account holder | $39,009 | $11,599+236.3% | $8,253+372.7% | $11,409+241.9% |