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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 | $143,211 | $77,449+84.9% | $69,483+106.1% | $152,909-6.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 32.86% | 39.09%-6.2pp | 28.99%+3.9pp | 345.46%-312.6pp |
| Employer contribution / active EE | $12,417 | $3,316+274.5% | $2,780+346.7% | $4,764+160.7% |
| Participant deferral / active EE | $10,129 | $4,415+129.4% | $3,537+186.4% | $5,851+73.1% |
| Admin fee / account holder | $1,349 | $6,210-78.3% | $3,841-64.9% | $11,601-88.4% |