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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 | $159,706 | $106,280+50.3% | $96,538+65.4% | $139,487+14.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.12% | 38.48%-25.4pp | 35.74%-22.6pp | 373.84%-360.7pp |
| Employer contribution / active EE | $9,106 | $4,107+121.7% | $3,740+143.5% | $4,755+91.5% |
| Participant deferral / active EE | $12,541 | $5,457+129.8% | $4,880+157.0% | $6,713+86.8% |
| Admin fee / account holder | $1,524 | $7,888-80.7% | $6,737-77.4% | $11,407-86.6% |