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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 | $241,980 | $114,013+112.2% | $103,693+133.4% | $155,188+55.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.49% | 49.31%-34.8pp | 47.61%-33.1pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,832 | $3,131-41.5% | $2,920-37.3% | $4,248-56.9% |
| Participant deferral / active EE | $24,550 | $4,970+394.0% | $4,579+436.1% | $6,531+275.9% |
| Admin fee / account holder | $3,663 | $8,407-56.4% | $7,858-53.4% | $14,480-74.7% |