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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 | $203,504 | $100,073+103.4% | $85,126+139.1% | $145,877+39.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 84.11%-75.3pp | 66.63%-57.9pp | 551.28%-542.5pp |
| Employer contribution / active EE | $9,973 | $3,236+208.1% | $2,731+265.1% | $4,663+113.9% |
| Participant deferral / active EE | $13,622 | $5,294+157.3% | $4,523+201.1% | $6,691+103.6% |
| Admin fee / account holder | $145,064 | $7,261+1897.8% | $6,160+2254.8% | $13,402+982.4% |