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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 | $226,521 | $115,917+95.4% | $100,535+125.3% | $158,982+42.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.62% | 34.80%-20.2pp | 30.90%-16.3pp | 302.99%-288.4pp |
| Employer contribution / active EE | $7,392 | $4,105+80.1% | $3,419+116.2% | $4,763+55.2% |
| Participant deferral / active EE | $10,345 | $6,677+55.0% | $6,271+65.0% | $5,983+72.9% |
| Admin fee / account holder | $1,411 | $11,002-87.2% | $8,085-82.6% | $11,252-87.5% |