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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 | $229,652 | $105,200+118.3% | $159,474+44.0% | $85,847+167.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.24% | 45.08%-31.8pp | 263.68%-250.4pp | 318.61%-305.4pp |
| Employer contribution / active EE | $5,207 | $3,319+56.9% | $4,831+7.8% | $2,565+103.0% |
| Participant deferral / active EE | $10,223 | $5,946+71.9% | $7,353+39.0% | $3,952+158.7% |
| Admin fee / account holder | $801 | $6,934-88.4% | $10,802-92.6% | $6,261-87.2% |