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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 | $147,169 | $95,383+54.3% | $185,837-20.8% | $85,856+71.4% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.77% | 23.59%-5.8pp | 122.08%-104.3pp | 318.58%-300.8pp |
| Employer contribution / active EE | $10,262 | $3,313+209.7% | $5,168+98.6% | $2,565+300.0% |
| Participant deferral / active EE | $6,257 | $3,423+82.8% | $5,568+12.4% | $3,952+58.3% |
| Admin fee / account holder | $14,886 | $7,213+106.4% | $16,241-8.3% | $6,261+137.8% |