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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 | $182,697 | $232,540-21.4% | $185,117-1.3% | $147,586+23.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 18.13% | 43.03%-24.9pp | 40.50%-22.4pp | 578.59%-560.5pp |
| Employer contribution / active EE | $2,668 | $5,195-48.6% | $4,182-36.2% | $4,876-45.3% |
| Participant deferral / active EE | $9,935 | $5,834+70.3% | $5,045+96.9% | $5,439+82.7% |
| Admin fee / account holder | $35,814 | $10,275+248.6% | $8,159+338.9% | $10,886+229.0% |