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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 | $161,378 | $91,198+77.0% | $178,503-9.6% | $79,856+102.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 19.24% | 24.20%-5.0pp | 151.12%-131.9pp | 31.71%-12.5pp |
| Employer contribution / active EE | $7,983 | $3,257+145.1% | $5,011+59.3% | $2,471+223.0% |
| Participant deferral / active EE | $4,967 | $3,237+53.5% | $5,202-4.5% | $3,741+32.8% |
| Admin fee / account holder | $36,921 | $6,748+447.1% | $13,987+164.0% | $5,306+595.8% |