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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 | $182,014 | $109,904+65.6% | $97,167+87.3% | $145,959+24.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 12.34% | 243.43%-231.1pp | 75.27%-62.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,840 | $3,084-40.3% | $2,729-32.6% | $4,661-60.5% |
| Participant deferral / active EE | $17,120 | $4,676+266.1% | $4,264+301.5% | $6,689+156.0% |
| Admin fee / account holder | $600,065 | $6,216+9553.7% | $5,650+10520.2% | $13,398+4378.8% |