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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 | $180,051 | $137,414+31.0% | $189,537-5.0% | $85,847+109.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 20.32% | 38.14%-17.8pp | 555.34%-535.0pp | 318.61%-298.3pp |
| Employer contribution / active EE | $4,962 | $4,344+14.2% | $6,161-19.5% | $2,565+93.4% |
| Participant deferral / active EE | $13,103 | $6,260+109.3% | $8,220+59.4% | $3,952+231.5% |
| Admin fee / account holder | $4,092 | $8,630-52.6% | $12,048-66.0% | $6,261-34.6% |