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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 | $131,526 | $99,994+31.5% | $146,647-10.3% | $85,851+53.2% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.19% | 18.93%-5.7pp | 22.75%-9.6pp | 318.63%-305.4pp |
| Employer contribution / active EE | $2,547 | $2,559-0.5% | $4,137-38.4% | $2,565-0.7% |
| Participant deferral / active EE | $2,801 | $4,006-30.1% | $5,506-49.1% | $3,952-29.1% |
| Admin fee / account holder | $19,356 | $7,703+151.3% | $10,281+88.3% | $6,261+209.1% |