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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 | $194,320 | $124,314+56.3% | $109,163+78.0% | $167,518+16.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 11.73% | 26.04%-14.3pp | 25.75%-14.0pp | 478.71%-467.0pp |
| Employer contribution / active EE | $15,052 | $4,209+257.6% | $3,723+304.3% | $4,838+211.1% |
| Participant deferral / active EE | $7,678 | $5,256+46.1% | $4,654+65.0% | $6,342+21.1% |
| Admin fee / account holder | $751 | $7,973-90.6% | $6,754-88.9% | $12,312-93.9% |