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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 | $208,472 | $114,119+82.7% | $107,187+94.5% | $138,895+50.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.96% | 273.21%-255.2pp | 204.55%-186.6pp | 145.39%-127.4pp |
| Employer contribution / active EE | $5,882 | $4,059+44.9% | $3,782+55.5% | $4,194+40.2% |
| Participant deferral / active EE | $8,556 | $5,538+54.5% | $5,096+67.9% | $6,396+33.8% |
| Admin fee / account holder | $1,268 | $10,024-87.4% | $9,162-86.2% | $12,562-89.9% |