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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 | $234,816 | $65,034+261.1% | $90,970+158.1% | $79,856+194.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 14.87% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $8,537 | $1,247+584.4% | $2,122+302.4% | $2,471+245.5% |
| Participant deferral / active EE | $4,419 | $2,512+75.9% | $3,373+31.0% | $3,741+18.1% |
| Admin fee / account holder | $4,097 | $4,536-9.7% | $5,961-31.3% | $5,306-22.8% |