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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 | $233,646 | $117,895+98.2% | $102,460+128.0% | $145,897+60.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.41% | 31.92%-21.5pp | 29.47%-19.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $10,329 | $3,619+185.4% | $3,025+241.4% | $4,663+121.5% |
| Participant deferral / active EE | $15,874 | $5,736+176.7% | $5,056+214.0% | $6,689+137.3% |
| Admin fee / account holder | $19,291 | $13,353+44.5% | $9,460+103.9% | $13,390+44.1% |