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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 | $242,863 | $102,422+137.1% | $147,117+65.1% | $80,959+200.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 26.95% | 135.16%-108.2pp | 420.54%-393.6pp | 35.67%-8.7pp |
| Employer contribution / active EE | $7,010 | $3,717+88.6% | $4,932+42.1% | $2,757+154.3% |
| Participant deferral / active EE | $8,335 | $6,652+25.3% | $8,065+3.4% | $4,300+93.8% |
| Admin fee / account holder | $1,075 | $7,953-86.5% | $12,993-91.7% | $6,925-84.5% |