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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 | $145,782 | $109,411+33.2% | $89,435+63.0% | $158,982-8.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 12.82% | 345.68%-332.9pp | 245.55%-232.7pp | 302.99%-290.2pp |
| Employer contribution / active EE | $4,677 | $3,173+47.4% | $2,587+80.8% | $4,763-1.8% |
| Participant deferral / active EE | $8,483 | $4,600+84.4% | $3,890+118.1% | $5,983+41.8% |
| Admin fee / account holder | $1,156 | $6,159-81.2% | $4,884-76.3% | $11,252-89.7% |