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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 | $228,970 | $103,393+121.5% | $87,103+162.9% | $152,909+49.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 15.58% | 28.10%-12.5pp | 28.19%-12.6pp | 345.46%-329.9pp |
| Employer contribution / active EE | $4,801 | $3,221+49.1% | $2,521+90.4% | $4,764+0.8% |
| Participant deferral / active EE | $7,344 | $4,778+53.7% | $4,049+81.4% | $5,851+25.5% |
| Admin fee / account holder | $39,586 | $12,195+224.6% | $7,491+428.4% | $11,601+241.2% |