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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 | $211,536 | $105,200+101.1% | $159,474+32.6% | $85,847+146.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 13.45% | 45.08%-31.6pp | 263.68%-250.2pp | 318.61%-305.2pp |
| Employer contribution / active EE | $3,682 | $3,319+11.0% | $4,831-23.8% | $2,565+43.5% |
| Participant deferral / active EE | $10,165 | $5,946+71.0% | $7,353+38.2% | $3,952+157.2% |
| Admin fee / account holder | $3,628 | $6,934-47.7% | $10,802-66.4% | $6,261-42.0% |