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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 | $181,137 | $91,198+98.6% | $178,503+1.5% | $79,856+126.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.84% | 24.20%-12.4pp | 151.12%-139.3pp | 31.71%-19.9pp |
| Employer contribution / active EE | $2,304 | $3,257-29.3% | $5,011-54.0% | $2,471-6.8% |
| Participant deferral / active EE | $3,995 | $3,237+23.4% | $5,202-23.2% | $3,741+6.8% |
| Admin fee / account holder | $20,719 | $6,748+207.0% | $13,987+48.1% | $5,306+290.5% |