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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 | $176,196 | $88,672+98.7% | $105,223+67.4% | $82,448+113.7% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.89% | 30.86%-17.0pp | 180.65%-166.8pp | 41.64%-27.8pp |
| Employer contribution / active EE | $15,145 | $3,048+396.9% | $3,689+310.6% | $2,551+493.7% |
| Participant deferral / active EE | $3,650 | $4,036-9.6% | $5,072-28.0% | $4,139-11.8% |
| Admin fee / account holder | $16,632 | $7,146+132.8% | $8,859+87.8% | $7,234+129.9% |