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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 | $179,038 | $110,212+62.4% | $96,534+85.5% | $139,466+28.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 12.97% | 26.42%-13.5pp | 25.88%-12.9pp | 373.66%-360.7pp |
| Employer contribution / active EE | $5,795 | $3,620+60.1% | $2,965+95.4% | $4,754+21.9% |
| Participant deferral / active EE | $12,222 | $5,547+120.3% | $4,851+151.9% | $6,712+82.1% |
| Admin fee / account holder | $16,891 | $11,599+45.6% | $8,253+104.7% | $11,409+48.1% |