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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 | $188,334 | $97,648+92.9% | $121,663+54.8% | $87,485+115.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 15.48% | 18.03%-2.5pp | 147.54%-132.1pp | 26.06%-10.6pp |
| Employer contribution / active EE | $10,128 | $2,300+340.3% | $3,020+235.4% | $2,596+290.1% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,331 | $11,100-24.9% | $14,289-41.7% | $7,775+7.2% |