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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 | $188,141 | $88,672+112.2% | $105,223+78.8% | $82,448+128.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 13.67% | 30.86%-17.2pp | 180.65%-167.0pp | 41.64%-28.0pp |
| Employer contribution / active EE | $8,784 | $3,048+188.2% | $3,689+138.1% | $2,551+244.3% |
| Participant deferral / active EE | $7,581 | $4,036+87.8% | $5,072+49.5% | $4,139+83.1% |
| Admin fee / account holder | $28,868 | $7,146+304.0% | $8,859+225.9% | $7,234+299.0% |