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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 | $143,490 | $70,366+103.9% | $66,674+115.2% | $138,895+3.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.54% | 386.41%-370.9pp | 321.24%-305.7pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,800 | $2,765-34.9% | $2,620-31.3% | $4,194-57.1% |
| Participant deferral / active EE | $22,619 | $4,374+417.1% | $4,084+453.8% | $6,396+253.6% |
| Admin fee / account holder | $2,611 | $5,262-50.4% | $5,098-48.8% | $12,562-79.2% |