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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 | $156,816 | $95,580+64.1% | $76,872+104.0% | $139,466+12.4% |
| Participation rate | 100.0% | 74.0%+26.0pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 10.24% | 55.00%-44.8pp | 37.90%-27.7pp | 373.66%-363.4pp |
| Employer contribution / active EE | $2,787 | $3,145-11.4% | $2,533+10.0% | $4,754-41.4% |
| Participant deferral / active EE | $5,294 | $4,623+14.5% | $3,832+38.2% | $6,712-21.1% |
| Admin fee / account holder | $105,124 | $8,302+1166.2% | $5,476+1819.6% | $11,409+821.4% |