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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 | $157,930 | $102,429+54.2% | $147,096+7.4% | $80,925+95.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 13.01% | 135.02%-122.0pp | 419.75%-406.7pp | 35.65%-22.6pp |
| Employer contribution / active EE | $9,483 | $3,716+155.2% | $4,936+92.1% | $2,756+244.0% |
| Participant deferral / active EE | $11,688 | $6,649+75.8% | $8,071+44.8% | $4,299+171.9% |
| Admin fee / account holder | $15,146 | $7,957+90.4% | $13,005+16.5% | $6,940+118.2% |