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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 | $165,805 | $102,393+61.9% | $147,041+12.8% | $80,911+104.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 13.65% | 134.95%-121.3pp | 419.21%-405.6pp | 35.63%-22.0pp |
| Employer contribution / active EE | $10,220 | $3,715+175.1% | $4,935+107.1% | $2,756+270.9% |
| Participant deferral / active EE | $8,776 | $6,647+32.0% | $8,071+8.7% | $4,297+104.2% |
| Admin fee / account holder | $3,601 | $7,943-54.7% | $13,006-72.3% | $6,935-48.1% |