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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 | $157,992 | $108,922+45.1% | $100,398+57.4% | $145,978+8.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.06% | 58.04%-47.0pp | 49.32%-38.3pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,899 | $4,426-34.5% | $3,946-26.5% | $4,662-37.8% |
| Participant deferral / active EE | $7,428 | $8,450-12.1% | $8,084-8.1% | $6,690+11.0% |
| Admin fee / account holder | $26,824 | $9,680+177.1% | $7,893+239.8% | $13,400+100.2% |