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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 | $175,044 | $100,147+74.8% | $81,286+115.3% | $145,877+20.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 21.77% | 34.44%-12.7pp | 24.80%-3.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $2,463-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,774 | $4,607+25.3% | $3,883+48.7% | $6,691-13.7% |
| Admin fee / account holder | $8,946 | $8,201+9.1% | $5,764+55.2% | $13,402-33.2% |