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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 | $193,116 | $101,063+91.1% | $81,473+137.0% | $147,586+30.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.11% | 32.41%-21.3pp | 38.78%-27.7pp | 578.59%-567.5pp |
| Employer contribution / active EE | $30,845 | $3,206+862.2% | $2,568+1101.2% | $4,876+532.5% |
| Participant deferral / active EE | $24,000 | $4,242+465.7% | $3,537+578.6% | $5,439+341.3% |
| Admin fee / account holder | $2,627 | $5,812-54.8% | $4,561-42.4% | $10,886-75.9% |