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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 | $239,100 | $101,069+136.6% | $81,478+193.5% | $147,585+62.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.97% | 32.40%-20.4pp | 38.78%-26.8pp | 578.57%-566.6pp |
| Employer contribution / active EE | $10,084 | $3,205+214.6% | $2,568+292.7% | $4,876+106.8% |
| Participant deferral / active EE | $7,327 | $4,242+72.7% | $3,537+107.2% | $5,439+34.7% |
| Admin fee / account holder | $65,407 | $5,812+1025.4% | $4,561+1334.1% | $10,885+500.9% |