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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 | $169,181 | $110,307+53.4% | $96,576+75.2% | $139,456+21.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.99% | 26.40%-11.4pp | 25.87%-10.9pp | 373.45%-358.5pp |
| Employer contribution / active EE | $9,766 | $3,619+169.8% | $2,965+229.4% | $4,753+105.5% |
| Participant deferral / active EE | $5,326 | $5,547-4.0% | $4,851+9.8% | $6,711-20.6% |
| Admin fee / account holder | $5,437 | $11,597-53.1% | $8,253-34.1% | $11,407-52.3% |