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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 | $130,549 | $90,397+44.4% | $76,002+71.8% | $145,959-10.6% |
| Participation rate | 90.0% | 74.5%+15.5pp | 69.1%+20.9pp | 80.3%+9.7pp |
| Annual return | 16.34% | 621.97%-605.6pp | 360.07%-343.7pp | 561.95%-545.6pp |
| Employer contribution / active EE | $6,000 | $3,317+80.9% | $2,688+123.2% | $4,661+28.7% |
| Participant deferral / active EE | $1,641 | $5,163-68.2% | $4,257-61.5% | $6,689-75.5% |
| Admin fee / account holder | $1,624 | $8,369-80.6% | $6,414-74.7% | $13,398-87.9% |