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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 | $223,890 | $103,393+116.5% | $87,103+157.0% | $152,909+46.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 23.80% | 28.10%-4.3pp | 28.19%-4.4pp | 345.46%-321.7pp |
| Employer contribution / active EE | $5,945 | $3,221+84.6% | $2,521+135.8% | $4,764+24.8% |
| Participant deferral / active EE | $6,532 | $4,778+36.7% | $4,049+61.3% | $5,851+11.6% |
| Admin fee / account holder | $1,392 | $12,195-88.6% | $7,491-81.4% | $11,601-88.0% |