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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 | $236,500 | $88,710+166.6% | $81,783+189.2% | $145,959+62.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.48% | 1027.26%-1016.8pp | 775.05%-764.6pp | 561.95%-551.5pp |
| Employer contribution / active EE | $2,532 | $3,083-17.9% | $2,913-13.1% | $4,661-45.7% |
| Participant deferral / active EE | $6,387 | $4,645+37.5% | $4,320+47.8% | $6,689-4.5% |
| Admin fee / account holder | $2,395 | $8,407-71.5% | $7,380-67.5% | $13,398-82.1% |