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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 | $206,892 | $154,159+34.2% | $130,026+59.1% | $139,456+48.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 21.24% | 32.50%-11.3pp | -137.26%+158.5pp | 373.45%-352.2pp |
| Employer contribution / active EE | $3,170 | $5,292-40.1% | $4,321-26.6% | $4,753-33.3% |
| Participant deferral / active EE | $7,927 | $6,710+18.1% | $5,821+36.2% | $6,711+18.1% |
| Admin fee / account holder | $84,756 | $14,001+505.4% | $10,608+699.0% | $11,407+643.0% |