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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 | $175,703 | $111,535+57.5% | $105,223+67.0% | $137,256+28.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.11% | 237.85%-217.7pp | 180.65%-160.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $8,227 | $3,939+108.8% | $3,689+123.0% | $4,156+97.9% |
| Participant deferral / active EE | $7,670 | $5,500+39.5% | $5,072+51.2% | $6,407+19.7% |
| Admin fee / account holder | $310 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |