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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 | $206,231 | $112,915+82.6% | $90,965+126.7% | $158,950+29.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.79% | 215.75%-203.0pp | 134.57%-121.8pp | 302.91%-290.1pp |
| Employer contribution / active EE | $20,226 | $2,894+598.9% | $2,122+853.1% | $4,762+324.7% |
| Participant deferral / active EE | $10,373 | $4,128+151.3% | $3,373+207.5% | $5,983+73.4% |
| Admin fee / account holder | $1,187 | $8,044-85.2% | $5,960-80.1% | $11,248-89.4% |