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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 | $86,003 | $102,638-16.2% | $81,991+4.9% | $158,966-45.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 28.02% | 61.05%-33.0pp | 41.31%-13.3pp | 302.95%-274.9pp |
| Employer contribution / active EE | $22,677 | $3,241+599.7% | $2,498+807.7% | $4,762+376.2% |
| Participant deferral / active EE | $3,442 | $4,649-26.0% | $3,722-7.5% | $5,983-42.5% |
| Admin fee / account holder | $37,366 | $8,237+353.6% | $5,665+559.6% | $11,250+232.1% |