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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 | $167,386 | $110,410+51.6% | $102,437+63.4% | $145,897+14.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.32% | 24.85%-13.5pp | 24.95%-13.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $3,817 | $4,217-9.5% | $3,871-1.4% | $4,663-18.1% |
| Participant deferral / active EE | $16,698 | $5,622+197.0% | $5,060+230.0% | $6,689+149.6% |
| Admin fee / account holder | $1,822 | $9,745-81.3% | $8,388-78.3% | $13,390-86.4% |