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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 | $145,837 | $105,200+38.6% | $159,474-8.6% | $85,847+69.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.16% | 45.08%-27.9pp | 263.68%-246.5pp | 318.61%-301.4pp |
| Employer contribution / active EE | $7,413 | $3,319+123.4% | $4,831+53.5% | $2,565+189.0% |
| Participant deferral / active EE | $6,998 | $5,946+17.7% | $7,353-4.8% | $3,952+77.1% |
| Admin fee / account holder | $1,670 | $6,934-75.9% | $10,802-84.5% | $6,261-73.3% |