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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 | $165,863 | $117,829+40.8% | $102,423+61.9% | $145,877+13.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.36% | 31.83%-22.5pp | 29.42%-20.1pp | 551.28%-541.9pp |
| Employer contribution / active EE | $5,976 | $3,615+65.3% | $3,023+97.7% | $4,663+28.2% |
| Participant deferral / active EE | $19,983 | $5,732+248.6% | $5,054+295.4% | $6,691+198.7% |
| Admin fee / account holder | $50,158 | $13,335+276.1% | $9,455+430.5% | $13,402+274.3% |