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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 | $184,937 | $87,166+112.2% | $76,735+141.0% | $137,256+34.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 86.35% | 26.50%+59.9pp | 29.77%+56.6pp | 220.34%-134.0pp |
| Employer contribution / active EE | $9,116 | $2,904+213.9% | $2,454+271.4% | $4,156+119.3% |
| Participant deferral / active EE | $11,872 | $4,726+151.2% | $4,088+190.4% | $6,407+85.3% |
| Admin fee / account holder | $3,168 | $8,403-62.3% | $7,189-55.9% | $12,270-74.2% |