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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 | $205,592 | $132,634+55.0% | $115,768+77.6% | $137,256+49.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.25% | 160.70%-148.4pp | 100.46%-88.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,420 | $3,360-57.7% | $2,940-51.7% | $4,156-65.8% |
| Participant deferral / active EE | $2,287 | $5,619-59.3% | $4,917-53.5% | $6,407-64.3% |
| Admin fee / account holder | $7,115 | $15,028-52.7% | $12,439-42.8% | $12,270-42.0% |