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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 | $214,435 | $112,933+89.9% | $90,970+135.7% | $158,982+34.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.22% | 215.82%-203.6pp | 134.60%-122.4pp | 302.99%-290.8pp |
| Employer contribution / active EE | $3,144 | $2,893+8.7% | $2,122+48.2% | $4,763-34.0% |
| Participant deferral / active EE | $3,831 | $4,128-7.2% | $3,373+13.6% | $5,983-36.0% |
| Admin fee / account holder | $1,785 | $8,047-77.8% | $5,961-70.0% | $11,252-84.1% |