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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 | $179,288 | $176,402+1.6% | $134,162+33.6% | $158,966+12.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.17% | 63.66%-58.5pp | 36.35%-31.2pp | 302.95%-297.8pp |
| Employer contribution / active EE | $31,250 | $5,042+519.8% | $3,705+743.5% | $4,762+556.2% |
| Participant deferral / active EE | $17,333 | $4,093+323.5% | $3,500+395.3% | $5,983+189.7% |
| Admin fee / account holder | $980 | $8,719-88.8% | $6,685-85.3% | $11,250-91.3% |