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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 | $142,139 | $91,194+55.9% | $178,486-20.4% | $79,860+78.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 11.53% | 24.19%-12.7pp | 151.08%-139.6pp | 31.72%-20.2pp |
| Employer contribution / active EE | $7,566 | $3,256+132.4% | $5,011+51.0% | $2,471+206.2% |
| Participant deferral / active EE | $4,991 | $3,236+54.2% | $5,202-4.0% | $3,740+33.5% |
| Admin fee / account holder | $35,305 | $6,751+422.9% | $13,985+152.5% | $5,306+565.3% |