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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 | $150,429 | $98,766+52.3% | $149,730+0.5% | $79,852+88.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 19.23% | 27.43%-8.2pp | 276.70%-257.5pp | 31.72%-12.5pp |
| Employer contribution / active EE | $6,000 | $3,217+86.5% | $4,645+29.2% | $2,471+142.8% |
| Participant deferral / active EE | $7,355 | $5,681+29.5% | $6,843+7.5% | $3,740+96.6% |
| Admin fee / account holder | $2,245 | $6,052-62.9% | $9,310-75.9% | $5,306-57.7% |