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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 | $202,338 | $110,379+83.3% | $102,412+97.6% | $145,884+38.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 16.41% | 24.84%-8.4pp | 24.94%-8.5pp | 551.85%-535.4pp |
| Employer contribution / active EE | $5,859 | $4,216+39.0% | $3,870+51.4% | $4,662+25.7% |
| Participant deferral / active EE | $12,524 | $5,622+122.8% | $5,060+147.5% | $6,690+87.2% |
| Admin fee / account holder | $27,329 | $9,745+180.4% | $8,388+225.8% | $13,392+104.1% |