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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 | $172,899 | $105,200+64.4% | $159,474+8.4% | $85,847+101.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 16.16% | 45.08%-28.9pp | 263.68%-247.5pp | 318.61%-302.4pp |
| Employer contribution / active EE | $8,465 | $3,319+155.1% | $4,831+75.2% | $2,565+230.0% |
| Participant deferral / active EE | $9,308 | $5,946+56.6% | $7,353+26.6% | $3,952+135.5% |
| Admin fee / account holder | $27,600 | $6,934+298.0% | $10,802+155.5% | $6,261+340.8% |