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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 | $164,021 | $78,423+109.2% | $95,964+70.9% | $79,856+105.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.02% | 19.37%-7.4pp | 91.64%-79.6pp | 31.71%-19.7pp |
| Employer contribution / active EE | $3,771 | $1,945+93.9% | $2,541+48.4% | $2,471+52.6% |
| Participant deferral / active EE | $3,733 | $3,440+8.5% | $4,167-10.4% | $3,741-0.2% |
| Admin fee / account holder | $31,849 | $5,622+466.5% | $6,797+368.6% | $5,306+500.2% |