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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 | $163,804 | $108,912+50.4% | $100,383+63.2% | $145,959+12.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.42% | 57.96%-40.5pp | 49.26%-31.8pp | 561.95%-544.5pp |
| Employer contribution / active EE | $2,256 | $4,423-49.0% | $3,944-42.8% | $4,661-51.6% |
| Participant deferral / active EE | $6,414 | $8,451-24.1% | $8,086-20.7% | $6,689-4.1% |
| Admin fee / account holder | $49,029 | $9,690+406.0% | $7,900+520.6% | $13,398+266.0% |