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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 | $180,231 | $91,179+97.7% | $178,499+1.0% | $79,852+125.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 15.49% | 24.19%-8.7pp | 151.10%-135.6pp | 31.72%-16.2pp |
| Employer contribution / active EE | $3,531 | $3,256+8.5% | $5,011-29.5% | $2,471+42.9% |
| Participant deferral / active EE | $5,338 | $3,236+65.0% | $5,202+2.6% | $3,740+42.7% |
| Admin fee / account holder | $579 | $6,749-91.4% | $13,986-95.9% | $5,306-89.1% |