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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 | $182,381 | $131,835+38.3% | $108,582+68.0% | $273,972-33.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.01% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $10,072 | $4,913+105.0% | $3,758+168.0% | $4,869+106.9% |
| Participant deferral / active EE | $12,678 | $5,127+147.2% | $4,311+194.1% | $5,287+139.8% |
| Admin fee / account holder | $4,789 | $10,253-53.3% | $7,645-37.4% | $10,133-52.7% |