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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 | $174,534 | $124,330+40.4% | $109,173+59.9% | $167,536+4.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.41% | 26.04%-12.6pp | 25.75%-12.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $1,319 | $4,209-68.7% | $3,723-64.6% | $4,839-72.7% |
| Participant deferral / active EE | $13,560 | $5,256+158.0% | $4,654+191.4% | $6,342+113.8% |
| Admin fee / account holder | $33,638 | $7,974+321.8% | $6,755+398.0% | $12,315+173.2% |