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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 | $204,351 | $117,846+73.4% | $102,434+99.5% | $145,884+40.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.53% | 31.90%-14.4pp | 29.46%-11.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $3,645 | $3,615+0.8% | $3,023+20.6% | $4,662-21.8% |
| Participant deferral / active EE | $34,796 | $5,733+506.9% | $5,055+588.4% | $6,690+420.2% |
| Admin fee / account holder | $28,459 | $13,356+113.1% | $9,462+200.8% | $13,392+112.5% |