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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 | $160,239 | $86,288+85.7% | $111,306+44.0% | $85,851+86.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 12.70% | 19.99%-7.3pp | 54.67%-42.0pp | 318.63%-305.9pp |
| Employer contribution / active EE | $3,412 | $2,044+66.9% | $2,732+24.9% | $2,565+33.0% |
| Participant deferral / active EE | $3,238 | $3,641-11.1% | $4,488-27.8% | $3,952-18.1% |
| Admin fee / account holder | $10,574 | $8,189+29.1% | $7,966+32.7% | $6,261+68.9% |