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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 | $227,930 | $107,368+112.3% | $92,915+145.3% | $152,909+49.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 23.40% | 145.64%-122.2pp | 109.45%-86.0pp | 345.46%-322.1pp |
| Employer contribution / active EE | $12,121 | $4,222+187.1% | $3,653+231.8% | $4,764+154.4% |
| Participant deferral / active EE | $12,358 | $4,848+154.9% | $4,238+191.6% | $5,851+111.2% |
| Admin fee / account holder | $2,516 | $7,082-64.5% | $5,796-56.6% | $11,601-78.3% |