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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 | $133,570 | $101,063+32.2% | $81,473+63.9% | $147,586-9.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.72% | 32.41%-20.7pp | 38.78%-27.1pp | 578.59%-566.9pp |
| Employer contribution / active EE | $14,359 | $3,206+347.9% | $2,568+459.2% | $4,876+194.5% |
| Participant deferral / active EE | $8,576 | $4,242+102.1% | $3,537+142.5% | $5,439+57.7% |
| Admin fee / account holder | $292,087 | $5,812+4925.2% | $4,561+6303.7% | $10,886+2583.2% |