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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 | $205,460 | $124,346+65.2% | $111,308+84.6% | $167,536+22.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 10.68% | 37.45%-26.8pp | 54.67%-44.0pp | 478.82%-468.1pp |
| Employer contribution / active EE | $1,598 | $3,437-53.5% | $2,732-41.5% | $4,839-67.0% |
| Participant deferral / active EE | $5,715 | $5,182+10.3% | $4,487+27.3% | $6,342-9.9% |
| Admin fee / account holder | $8,074 | $10,621-24.0% | $7,965+1.4% | $12,315-34.4% |