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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 | $239,664 | $111,535+114.9% | $105,223+127.8% | $137,256+74.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.04% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,937 | $3,939-0.1% | $3,689+6.7% | $4,156-5.3% |
| Participant deferral / active EE | $11,337 | $5,500+106.1% | $5,072+123.5% | $6,407+76.9% |
| Admin fee / account holder | $2,413 | $9,721-75.2% | $8,859-72.8% | $12,270-80.3% |