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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 | $184,029 | $98,760+86.3% | $149,715+22.9% | $79,858+130.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.64% | 27.43%-9.8pp | 276.66%-259.0pp | 31.72%-14.1pp |
| Employer contribution / active EE | $12,950 | $3,217+302.6% | $4,645+178.8% | $2,471+424.1% |
| Participant deferral / active EE | $11,724 | $5,681+106.4% | $6,842+71.4% | $3,740+213.5% |
| Admin fee / account holder | $8,538 | $6,053+41.0% | $9,310-8.3% | $5,306+60.9% |