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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 | $144,246 | $73,638+95.9% | $95,964+50.3% | $73,497+96.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 23.85% | 16.78%+7.1pp | 91.64%-67.8pp | 28.51%-4.7pp |
| Employer contribution / active EE | $8,193 | $1,863+339.7% | $2,541+222.4% | $2,270+260.9% |
| Participant deferral / active EE | $6,489 | $3,617+79.4% | $4,167+55.7% | $3,740+73.5% |
| Admin fee / account holder | $28,184 | $482+5746.0% | $6,797+314.6% | $513+5393.1% |