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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 | $188,138 | $115,810+62.5% | $101,271+85.8% | $158,966+18.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 8.85% | 56.15%-47.3pp | 46.48%-37.6pp | 302.95%-294.1pp |
| Employer contribution / active EE | $2,180 | $4,175-47.8% | $3,660-40.4% | $4,762-54.2% |
| Participant deferral / active EE | $26,000 | $4,958+424.4% | $4,371+494.9% | $5,983+334.6% |
| Admin fee / account holder | $601 | $7,248-91.7% | $5,948-89.9% | $11,250-94.7% |