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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 | $124,357 | $95,383+30.4% | $185,837-33.1% | $85,856+44.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 17.17% | 23.59%-6.4pp | 122.08%-104.9pp | 318.58%-301.4pp |
| Employer contribution / active EE | $7,714 | $3,313+132.8% | $5,168+49.3% | $2,565+200.7% |
| Participant deferral / active EE | $2,689 | $3,423-21.5% | $5,568-51.7% | $3,952-32.0% |
| Admin fee / account holder | $10,765 | $7,213+49.3% | $16,241-33.7% | $6,261+72.0% |