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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 | $179,127 | $137,414+30.4% | $189,537-5.5% | $85,847+108.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.68% | 38.14%-24.5pp | 555.34%-541.7pp | 318.61%-304.9pp |
| Employer contribution / active EE | $6,753 | $4,344+55.4% | $6,161+9.6% | $2,565+163.2% |
| Participant deferral / active EE | $5,265 | $6,260-15.9% | $8,220-36.0% | $3,952+33.2% |
| Admin fee / account holder | $4,385 | $8,630-49.2% | $12,048-63.6% | $6,261-30.0% |