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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 | $186,170 | $111,814+66.5% | $103,378+80.1% | $145,978+27.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.05% | 24.80%-11.8pp | 24.91%-11.9pp | 550.52%-537.5pp |
| Employer contribution / active EE | $3,986 | $4,215-5.4% | $3,870+3.0% | $4,662-14.5% |
| Participant deferral / active EE | $10,467 | $5,618+86.3% | $5,058+107.0% | $6,690+56.5% |
| Admin fee / account holder | $22,464 | $9,764+130.1% | $8,401+167.4% | $13,400+67.6% |