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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 | $151,286 | $65,566+130.7% | $86,235+75.4% | $75,177+101.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 15.30% | 46.07%-30.8pp | 1170.03%-1154.7pp | 160.75%-145.5pp |
| Employer contribution / active EE | $2,620 | $1,553+68.6% | $2,381+10.0% | $2,671-1.9% |
| Participant deferral / active EE | $5,382 | $3,023+78.0% | $3,987+35.0% | $4,126+30.4% |
| Admin fee / account holder | $4,661 | $5,470-14.8% | $6,856-32.0% | $5,651-17.5% |