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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 | $212,957 | $110,212+93.2% | $96,534+120.6% | $139,466+52.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.40% | 26.42%-7.0pp | 25.88%-6.5pp | 373.66%-354.3pp |
| Employer contribution / active EE | $1,605 | $3,620-55.7% | $2,965-45.9% | $4,754-66.2% |
| Participant deferral / active EE | $4,156 | $5,547-25.1% | $4,851-14.3% | $6,712-38.1% |
| Admin fee / account holder | $3,155 | $11,599-72.8% | $8,253-61.8% | $11,409-72.3% |