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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 | $238,901 | $117,846+102.7% | $102,434+133.2% | $145,884+63.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 10.44% | 31.90%-21.5pp | 29.46%-19.0pp | 551.85%-541.4pp |
| Employer contribution / active EE | $13,200 | $3,615+265.2% | $3,023+336.6% | $4,662+183.1% |
| Participant deferral / active EE | $4,200 | $5,733-26.7% | $5,055-16.9% | $6,690-37.2% |
| Admin fee / account holder | $1,362 | $13,356-89.8% | $9,462-85.6% | $13,392-89.8% |