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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 | $179,370 | $115,814+54.9% | $101,275+77.1% | $158,982+12.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.88% | 56.16%-43.3pp | 46.48%-33.6pp | 302.99%-290.1pp |
| Employer contribution / active EE | $8,400 | $4,176+101.2% | $3,660+129.5% | $4,763+76.4% |
| Participant deferral / active EE | $5,345 | $4,958+7.8% | $4,371+22.3% | $5,983-10.7% |
| Admin fee / account holder | $39,931 | $7,249+450.9% | $5,948+571.3% | $11,252+254.9% |