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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 | $143,569 | $61,787+132.4% | $97,197+47.7% | $80,925+77.4% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.7%+32.3pp |
| Annual return | 23.19% | -558.16%+581.3pp | 75.47%-52.3pp | 35.65%-12.5pp |
| Employer contribution / active EE | $11,143 | $1,836+506.9% | $2,723+309.2% | $2,756+304.3% |
| Participant deferral / active EE | $5,134 | $3,027+69.6% | $4,263+20.4% | $4,299+19.4% |
| Admin fee / account holder | $8,195 | $5,170+58.5% | $5,637+45.4% | $6,940+18.1% |