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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 | $153,264 | $112,729+36.0% | $98,716+55.3% | $137,256+11.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.19% | 38.48%-21.3pp | 31.81%-14.6pp | 220.34%-203.1pp |
| Employer contribution / active EE | $10,833 | $2,725+297.5% | $2,279+375.4% | $4,156+160.7% |
| Participant deferral / active EE | $10,833 | $4,640+133.5% | $4,048+167.6% | $6,407+69.1% |
| Admin fee / account holder | $4,026 | $10,129-60.3% | $8,703-53.7% | $12,270-67.2% |