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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 | $240,647 | $111,535+115.8% | $105,223+128.7% | $137,256+75.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.43% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $11,551 | $3,939+193.2% | $3,689+213.2% | $4,156+177.9% |
| Participant deferral / active EE | $18,142 | $5,500+229.9% | $5,072+257.7% | $6,407+183.2% |
| Admin fee / account holder | $10,542 | $9,721+8.4% | $8,859+19.0% | $12,270-14.1% |