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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 | $186,211 | $105,864+75.9% | $90,162+106.5% | $147,585+26.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.87% | 37.63%-18.8pp | 34.88%-16.0pp | 578.57%-559.7pp |
| Employer contribution / active EE | $21,494 | $4,126+421.0% | $3,318+547.8% | $4,876+340.8% |
| Participant deferral / active EE | $9,033 | $5,733+57.6% | $5,287+70.8% | $5,439+66.1% |
| Admin fee / account holder | $1,320 | $8,046-83.6% | $5,943-77.8% | $10,885-87.9% |