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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 | $223,797 | $110,801+102.0% | $86,868+157.6% | $167,518+33.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 23.33% | 117.00%-93.7pp | 63.53%-40.2pp | 478.71%-455.4pp |
| Employer contribution / active EE | $2,956 | $3,245-8.9% | $2,496+18.5% | $4,838-38.9% |
| Participant deferral / active EE | $4,658 | $4,547+2.4% | $3,699+25.9% | $6,342-26.6% |
| Admin fee / account holder | $469 | $8,417-94.4% | $5,829-92.0% | $12,312-96.2% |