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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 | $196,371 | $95,415+105.8% | $185,851+5.7% | $85,851+128.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 14.90% | 23.59%-8.7pp | 122.11%-107.2pp | 318.63%-303.7pp |
| Employer contribution / active EE | $11,513 | $3,314+247.4% | $5,168+122.7% | $2,565+348.8% |
| Participant deferral / active EE | $7,848 | $3,424+129.2% | $5,569+40.9% | $3,952+98.6% |
| Admin fee / account holder | $4,996 | $7,215-30.8% | $16,245-69.2% | $6,261-20.2% |