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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 | $183,911 | $111,814+64.5% | $103,374+77.9% | $145,959+26.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.87% | 24.77%-14.9pp | 24.89%-15.0pp | 561.95%-552.1pp |
| Employer contribution / active EE | $9,834 | $4,214+133.4% | $3,869+154.2% | $4,661+111.0% |
| Participant deferral / active EE | $6,506 | $5,618+15.8% | $5,058+28.6% | $6,689-2.7% |
| Admin fee / account holder | $2,716 | $9,754-72.2% | $8,394-67.6% | $13,398-79.7% |