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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 | $183,595 | $102,385+79.3% | $147,080+24.8% | $80,935+126.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 16.25% | 135.09%-118.8pp | 420.17%-403.9pp | 35.66%-19.4pp |
| Employer contribution / active EE | $33,806 | $3,717+809.6% | $4,933+585.3% | $2,757+1126.3% |
| Participant deferral / active EE | $11,938 | $6,651+79.5% | $8,066+48.0% | $4,299+177.7% |
| Admin fee / account holder | $819 | $7,951-89.7% | $12,989-93.7% | $6,924-88.2% |