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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 | $173,762 | $131,835+31.8% | $108,582+60.0% | $273,972-36.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.75% | -91.57%+97.3pp | -51.70%+57.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $12,289 | $4,913+150.1% | $3,758+227.0% | $4,869+152.4% |
| Participant deferral / active EE | $6,693 | $5,127+30.5% | $4,311+55.3% | $5,287+26.6% |
| Admin fee / account holder | $14,185 | $10,253+38.4% | $7,645+85.5% | $10,133+40.0% |