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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 | $199,848 | $103,393+93.3% | $87,103+129.4% | $152,909+30.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 11.13% | 28.10%-17.0pp | 28.19%-17.1pp | 345.46%-334.3pp |
| Employer contribution / active EE | $4,285 | $3,221+33.0% | $2,521+69.9% | $4,764-10.0% |
| Participant deferral / active EE | $8,972 | $4,778+87.8% | $4,049+121.6% | $5,851+53.3% |
| Admin fee / account holder | $794 | $12,195-93.5% | $7,491-89.4% | $11,601-93.2% |