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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 | $163,674 | $115,814+41.3% | $101,275+61.6% | $158,982+3.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.16% | 56.16%-33.0pp | 46.48%-23.3pp | 302.99%-279.8pp |
| Employer contribution / active EE | $5,187 | $4,176+24.2% | $3,660+41.7% | $4,763+8.9% |
| Participant deferral / active EE | $13,155 | $4,958+165.3% | $4,371+201.0% | $5,983+119.9% |
| Admin fee / account holder | $1,164 | $7,249-83.9% | $5,948-80.4% | $11,252-89.7% |