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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 | $168,234 | $105,210+59.9% | $159,487+5.5% | $85,851+96.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 17.20% | 45.08%-27.9pp | 263.71%-246.5pp | 318.63%-301.4pp |
| Employer contribution / active EE | $8,323 | $3,319+150.8% | $4,831+72.3% | $2,565+224.4% |
| Participant deferral / active EE | $9,395 | $5,946+58.0% | $7,354+27.8% | $3,952+137.7% |
| Admin fee / account holder | $1,829 | $6,934-73.6% | $10,804-83.1% | $6,261-70.8% |