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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 | $169,466 | $70,418+140.7% | $96,570+75.5% | $85,847+97.4% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 18.80% | 18.59%+0.2pp | 37.79%-19.0pp | 318.61%-299.8pp |
| Employer contribution / active EE | $6,585 | $1,413+365.9% | $2,357+179.3% | $2,565+156.7% |
| Participant deferral / active EE | $7,588 | $2,894+162.2% | $3,849+97.1% | $3,952+92.0% |
| Admin fee / account holder | $2,597 | $4,995-48.0% | $6,182-58.0% | $6,261-58.5% |