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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 | $187,288 | $99,053+89.1% | $88,179+112.4% | $138,895+34.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 11.63% | 78.17%-66.5pp | 64.97%-53.3pp | 145.39%-133.8pp |
| Employer contribution / active EE | $4,843 | $2,882+68.1% | $2,549+90.0% | $4,194+15.5% |
| Participant deferral / active EE | $16,782 | $5,225+221.2% | $4,614+263.8% | $6,396+162.4% |
| Admin fee / account holder | $70,419 | $8,748+704.9% | $7,673+817.8% | $12,562+460.6% |