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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 | $147,978 | $106,236+39.3% | $96,496+53.4% | $139,427+6.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 11.32% | 38.43%-27.1pp | 35.70%-24.4pp | 373.27%-361.9pp |
| Employer contribution / active EE | $5,099 | $4,104+24.3% | $3,738+36.4% | $4,752+7.3% |
| Participant deferral / active EE | $19,119 | $5,455+250.5% | $4,879+291.9% | $6,711+184.9% |
| Admin fee / account holder | $91,768 | $7,879+1064.8% | $6,731+1263.5% | $11,404+704.7% |