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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 | $189,499 | $85,766+120.9% | $136,295+39.0% | $70,131+170.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.82% | 31.45%-14.6pp | 5155.97%-5139.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $5,385 | $2,966+81.5% | $4,695+14.7% | $2,342+129.9% |
| Participant deferral / active EE | $7,910 | $5,051+56.6% | $6,247+26.6% | $3,332+137.4% |
| Admin fee / account holder | $1,435 | $5,420-73.5% | $9,243-84.5% | $4,645-69.1% |