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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 | $169,985 | $70,366+141.6% | $66,674+155.0% | $138,895+22.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 18.79% | 386.41%-367.6pp | 321.24%-302.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $30,279 | $2,765+995.1% | $2,620+1055.7% | $4,194+621.9% |
| Participant deferral / active EE | $2,905 | $4,374-33.6% | $4,084-28.9% | $6,396-54.6% |
| Admin fee / account holder | $1,052 | $5,262-80.0% | $5,098-79.4% | $12,562-91.6% |