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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 | $182,006 | $88,754+105.1% | $81,820+122.4% | $145,877+24.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.21% | 1031.77%-1016.6pp | 777.93%-762.7pp | 551.28%-536.1pp |
| Employer contribution / active EE | $3,757 | $3,085+21.8% | $2,915+28.9% | $4,663-19.4% |
| Participant deferral / active EE | $4,872 | $4,648+4.8% | $4,323+12.7% | $6,691-27.2% |
| Admin fee / account holder | $4,182 | $8,424-50.4% | $7,391-43.4% | $13,402-68.8% |