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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 | $149,527 | $149,741-0.1% | $118,914+25.7% | $158,982-5.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 10.35% | 19.94%-9.6pp | 35.89%-25.5pp | 302.99%-292.6pp |
| Employer contribution / active EE | $2,915 | $4,119-29.2% | $3,264-10.7% | $4,763-38.8% |
| Participant deferral / active EE | $13,000 | $5,226+148.8% | $4,266+204.7% | $5,983+117.3% |
| Admin fee / account holder | $104,173 | $8,607+1110.3% | $6,582+1482.6% | $11,252+825.9% |