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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 | $166,682 | $115,917+43.8% | $100,535+65.8% | $158,982+4.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 19.36% | 34.80%-15.4pp | 30.90%-11.5pp | 302.99%-283.6pp |
| Employer contribution / active EE | $5,983 | $4,105+45.8% | $3,419+75.0% | $4,763+25.6% |
| Participant deferral / active EE | $9,610 | $6,677+43.9% | $6,271+53.2% | $5,983+60.6% |
| Admin fee / account holder | $26,671 | $11,002+142.4% | $8,085+229.9% | $11,252+137.0% |